2-6-3 A Bet of the Century — Samsung's Waterloo, TSMC's N2 and CFET
Samsung rushed 3nm GAA to overtake, but suffered Waterloo due to low etching yield & immature ecosystem. TSMC maximized FinFET, secured high-yield orders, steadily introduced 2nm GAA, proving mature ecosystem true moat. 1nm angstrom transistors will adopt vertically stacked P/N CFET, initiating f...