TSMC’s 2nm Process Attracts Up to 15 Clients, 10 Focusing on HPC Products, Signaling Exceptional Demand

Recent developments indicate a surge in demand for TSMC’s N2 process, with the Taiwan-based semiconductor leader reportedly securing fifteen customers for its advanced 2nm node technology.

Significant Adoption of TSMC’s 2nm Node Among HPC Clients

As TSMC gears up for a new era of semiconductor demand, it is focusing on delivering state-of-the-art 2nm nodes to its clientele. The company has long anticipated a wave of interest in its N2 technology and now, as noted by Bren Higgins, Executive Vice President and CFO of KLA Corporation, TSMC has attracted fifteen customers for its 2nm node. Notably, ten of these customers are in the high-performance computing (HPC) sector, underscoring a significant shift towards AI-centric demands.

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.

While Higgins did not disclose the identities of these customers, insights from industry sources suggest that ASICs will play a crucial role in driving TSMC’s revenue from its 2nm node. Major companies like Google, Broadcom, Amazon, and OpenAI are reportedly looking into advanced processes for their bespoke AI chips. Furthermore, tech giants NVIDIA and AMD have also aligned their product roadmaps to include TSMC’s 2nm solutions, with innovations like the Rubin Ultra and AMD’s Instinct MI450 AI lineup on the horizon. This growing interest from HPC-oriented clients points to a notable increase in TSMC’s 2nm production capacity.

Samsung secures $16.5 billion chip order deal for its 2nm GAA process — Image Credits: TSMC

However, it is important to note that the initial adoption of TSMC’s N2 technology is expected to be driven by mobile clients such as Apple, MediaTek, and Qualcomm. These companies typically prioritize performance in a manner that is less demanding compared to HPC requirements. This reveals a strategic shift in market dynamics, indicating that demand is increasingly coming from HPC rather than traditional mobile customers.

In recent updates, it has been highlighted that TSMC’s 2nm production is projected to exceed that of its 3nm nodes, fueled by heightened demand and a significantly appealing pricing structure that attracts HPC customers. With mass production slated for the second half of 2026, we can expect early adoption from leading tech firms by 2027.

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