更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 Equity Research 5 June 2024 Global Semiconductors & Semi Cap Equipment 2nm – A very big node indeed FOCUS #Transatlantic TSMC expects 2nm to be a 'very, very big' node. Our analysis shows that this could well be true for the entire industry and that the ramp of 2nm could be significantly faster than for 3nm European Technology Hardware NEUTRAL as datacentre is becoming the driver of leading-edge logic Unchanged demand overtaking smartphones. This is positive for semicap European ...