TSMC’s Groundbreaking 2nm Process Set to Revolutionize Next-Gen CPU Lineups for AMD and Intel

TSMC’s N2 manufacturing process is set to play a vital role in shaping the future of the technology sector, particularly impacting major players like Intel and AMD in the consumer PC market.

TSMC’s Influence on Next-Generation CPU Developments: Intel’s Nova Lake and AMD’s EPYC Venice

Recent analyses have highlighted a surging demand for TSMC’s 2nm fabrication process, primarily driven by mobile and high-performance computing (HPC) sectors. Compared to its 3nm predecessor, the N2 process is generating substantial interest, prompting TSMC to expand its production capabilities. A report from Morgan Stanley, shared by @QQ_Timmy, suggests that both AMD and Intel are set to incorporate TSMC’s cutting-edge 2nm technology into their forthcoming product lines, including AMD’s EPYC Venice and Intel’s Nova Lake architecture. This indicates the growing dependence of the technology landscape on TSMC’s advanced processes.

AMD and Intel could join the N2 customer list in 1H26, we believe. As AMD announced officially, its next-generation AMD EPYC processor, code-named “Venice, ” has already been taped out and will be brought up on TSMC advanced 2nm process technology. According to our industry… pic.twitter.com/2LwmXidztU

— Shun HaYaO (@QQ_Timmy) October 1, 2025

Ahead of its peers, AMD is expected to be a primary client of TSMC’s 2nm process, leveraging this technology for its next-generation EPYC Venice data center processors. CEO Lisa Su has publicly confirmed the company’s commitment to the N2 node, solidifying AMD’s position as a pioneer in this space. On the other hand, Intel is preparing to make a notable change with its Nova Lake architecture, integrating TSMC’s 2nm node into the compute tile. This approach reflects Intel’s strategic shift towards diversifying its semiconductor supply chain.

People holding plaque saying “First Product in TSMC N2 NanoSheet Technology, AMD Venice CCD” at AMD-TSMC event. — Image Credits: AMD

According to analysts, one driving force behind the adoption of the N2 node for Nova Lake is the low yield rates associated with Intel’s 18A node. Consequently, this scenario compels Intel to seek TSMC’s expertise. The chipmaker has articulated its intention to prioritize customer satisfaction, even if it means outsourcing manufacturing instead of relying solely on internal production. At present, Intel’s confidence in its foundry capabilities, particularly for crucial products like Nova Lake, appears to be in question.

Looking ahead, all eyes will be on Intel’s Panther Lake series, which is expected to showcase advancements made with the 18A node. Current forecasts indicate that PTL will make its debut within this quarter, with mass production anticipated in the first quarter of next year.

Source & Images