TSMC has landed orders from approximately 15 customers to make chips on its N2 (2nm-class) manufacturing process, according to a claim made by a high-ranking executive from KLA, a major wafer fab equipment (WFE) maker. The majority of clients to use TSMC's 2nm-class production node are developers of processors for high-performance computing (HPC) applications, which, in TSMC's definition, spans from PCs to game consoles and data centers.
"The N2 node has 15 or so customers doing designs," said Ahmad Khan, President of KLA's combined product and customer organization, Semiconductor Products and Customers, at the Goldman Sachs Communacopia + Technology Conference 2025. "At N2, you have got 10-ish high-performance compute customers doing designs. […] We think the N2 node will probably be the largest over the first three years or so, node from an overall design point of view."
