TSMC’s 2nm Process Secures 15 Customers, with 10 for HPC

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According to recent reports, TSMC’s N2 process is experiencing significant demand and has secured fifteen customers for its 2nm node. This includes ten high-performance computing (HPC) oriented customers.

TSMC is preparing to meet the growing semiconductor demand by providing cutting-edge 2nm nodes to its customers. Based on remarks from Bren Higgins, Executive VP and CFO at KLA Corporation, TSMC has secured fifteen customers for their 2nm node, with ten of these being HPC-oriented. This suggests that not only is there high demand for the process, but the AI industry will play a significant role in its adoption.

Higgins mentioned that “15 or so customers are doing designs at N2, and you’ve got 10-ish high-performance compute customers doing designs.” This indicates that the HPC segment is driving rigorous performance requirements. Although Higgins did not provide specific customer details, it’s likely that ASICs will contribute significantly to TSMC’s 2nm revenue, with companies like Google, Broadcom, Amazon, and OpenAI interested in custom AI chips.

NVIDIA and AMD are also preparing their product lines around TSMC’s 2nm node. The HPC-oriented customers will likely consume a large portion of TSMC’s 2nm production.

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October 8, 2025

The primary adoption is expected from mobile customers like Apple, MediaTek, and Qualcomm, due to the platform not requiring heavy performance. However, HPC customers will play a crucial role in shaping the process’s trajectory, indicating a shift in demand trends away from mobile customers.

TSMC’s 2nm production is anticipated to be higher than their 3nm production, primarily because of its more attractive pricing structure, which also attracts HPC customers. TSMC’s mass production for 2nm is currently scheduled for the second half of 2026, with tech giants expected to adopt it in early 2027.

For further information, refer to recent reports indicating that TSMC’s 2nm process is expected to witness massive demand due to its attractive pricing structure.