Overview

• KLA executive Ahmad Khan said about 15 customers are designing on TSMC’s N2, including roughly 10 focused on high‑performance computing, and he expects N2 to be the largest node by design count over its first three years.
• Tom’s Hardware reports TSMC is preparing multiple N2‑capable fabs in Taiwan and is accelerating construction of the N2‑ready Fab 21 module 3 in Arizona to meet early demand.
• China Times claims N2 wafer pricing could be more than 50% higher than N3, a figure not confirmed by TSMC, with outlets noting such an increase could push consumer CPU and GPU prices higher.
• Apple is widely expected to be an early N2 user, while AMD and MediaTek have confirmed N2 plans for 2026 and Intel has disclosed some Nova Lake chips will use a foundry node rumored to be N2; Broadcom and Qualcomm are also cited by industry reports.
• Reporting diverges on the mass‑production timeline, with some coverage pointing to the second half of 2026, leaving the ramp schedule and pricing picture uncertain.