According to Bren Higgins, financial manager of KLA, KLA, 15 customers have invested in NTD 2 nanometers design, and about 10 are from the high-performance computing (HPC) field.

Customers may include NVIDIA and AMD. Industry pointed out that NVIDIA plans to introduce 2 nm on the Rubin Ultra platform, and AMD will accelerate card application process in the Instinct MI450 to compete for the next generation of AI and HPC markets. At the same time, cloud service providers (CSPs) such as Google, Amazon and Microsoft are also actively developing self-developed AI ASICs, and locking NTF's 2 nanometers to meet the computing power needs of super-large data centers.

On the other hand, the 3-nanometer energy of the mobile device has been heavily occupied by large customers such as Apple, making it impossible for other design companies to flexibly transfer their energy. With the accelerated entry of HPC and AI orders, the energy center of Taiwan's energy is gradually shifting from 3 nanometers to 2 nanometers, forming a clear market redistribution trend.

台積電目前規劃 2026 年下半年進入 2 奈米量產，各大科技巨頭預計最快將在 2027 年推出搭載該製程的產品。 Due to the promotion of HPC and AI orders, the industry generally believes that N2 will become one of the largest design adoption points in Taiwan's history.

TSMC’s 2nm Process Has Reportedly Secured up to Fifteen Customers, Ten of Which Will Use It for HPC Products, Indicating Phenomenal Demand