TSMC's upcoming 2nm (N2) process node is attracting a host of high-profile clients, including AMD, Apple, Intel, Nvidia, MediaTek, Broadcom, and Bitmain. These chips are destined for a wide range of devices, from smartphones and laptops to AI accelerators and cryptocurrency mining hardware. However, Qualcomm's absence from the customer list raises questions about its future chip plans.
Key Customers and Products
Apple
- A20 Pro (for iPhone 18 series, late 2025)
- M5 (for iPads and Macs, Q2 2026)
AMD
- Zen 6 CPUs (2026)
- CDNA 5 M1400 AI accelerators
Intel
- Nova Lake desktop chips (2026)
Nvidia
- Rubin next (data center platform, 2027)
MediaTek
- Dimensity 9600 (tentative, 2026)
Broadcom and Bitmain are also using TSMC N2 for ASICs.
Qualcomm's Absence
Qualcomm's notable absence from the list fuels speculation that the company might return to Samsung Foundry for its next-generation chips, potentially impacting the successors to the Snapdragon X Elite and 8 Elite.