TSMC's N2 process is reportedly witnessing massive demand, and according to a new claim, it is revealed that the Taiwan giant has secured fifteen customers for their 2nm node.
TSMC's 2nm Node Will See Huge Adoption From The HPC Segment, Driven By NVIDIA/AMD & ASIC Clients
The Taiwan giant is preparing for the next phase of 'semiconductor demand,' which involves providing its customers with cutting-edge 2nm nodes. TSMC is known to have been preparing for massive demand for N2 and its derivatives, and now, according to remarks from Bren Higgins, Executive VP and CFO at KLA Corporation, it is revealed that TSMC has secured fifteen customers of its 2nm node, ten of which are claimed to be HPC-oriented customers, which means that not only is the demand for the process high, but this time, the AI industry will take up a huge chunk.
The other thing is as we're seeing today, the N2 node has -- 15 or so customers doing designs at N2. You've got 10-ish high-performance compute customers doing designs. So it's driving pretty rigorous performance requirements on that front.
Now, Higgins didn't tell us the specifics of the customers, but based on industry reports and our knowledge, it's likely that ASICs will have a huge role to play towards TSMC's 2nm revenue, since it is claimed that the likes of Google, Broadcom, Amazon and even OpenAI are looking towards cutting-edge processes for their custom AI chips. More importantly, NVIDIA and AMD are also preparing their product lineups around TSMC's 2nm node, such as the Rubin Ultra, or AMD's Instinct MI450 AI lineup. It seems like HPC-oriented clients will gobble up a huge chunk of TSMC 2nm production.
Of course, the primary adoption of TSMC N2 will come from mobile customers like Apple, MediaTek, and Qualcomm, mainly because the platform doesn't require hefty performance, which has generally been the trend. However, HPC customers will play a massive role in how the process shapes out, and this shows that the 'demand trend' has been shifting away from mobile customers as well.
We recently reported that TSMC's 2nm production is expected to be much higher than 3nm since the demand is huge. This is mainly due to the much more attractive pricing structure for the 2nm node, which also lures in HPC customers. TSMC's 2nm mass production is currently slated for H2 2026, which means that adoption from tech giants could come in early 2027
News Source: Jukan
About the author: Muhammad Zuhair is a hardware and technology reporter for Wccftech, specializing in the semiconductor industry and the complex interplay between technology, manufacturing, and geopolitics. His coverage focuses on the corporate strategies and technological roadmaps of industry giants like TSMC, NVIDIA, Samsung, and Intel. Zuhair's expertise lies in deconstructing complex topics such as fabrication nodes (e.g., 2nm process), the economic impact of policies like the CHIPS Act, and the strategic development of AI infrastructure from NVIDIA, AMD and Intel.
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