Taiwan Semiconductor Manufacturing Co. began mass production of its 2-nanometer process at its Hsinchu fab, marking the next inflection in the leading-edge logic roadmap, while ramp-up continues at the company's first Arizona plant.
The N2 node, based on gate-all-around nanosheet transistors, is expected to deliver double-digit performance and power efficiency gains over N3 for hyperscale and high-end mobile customers.
Apple, Nvidia, and AMD have been widely reported to be among the first wave of N2 customers, with smartphone chips and AI accelerators leading the order book.
TSMC chairman C.C. Wei reiterated that Taiwan will retain leading-edge production in the long term, even as the company expands US capacity under the CHIPS and Science Act.