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TSMC to Lead Rivals at 2-nm Node, Analysts Say
Jan. 12, 2026 –
By Alan Patterson, EETimes
TSMC will lead rivals Samsung and Intel for years in advanced semiconductor nodes with the recent launch of its 2-nm process, according to analysts surveyed by EE Times.
The Taiwan foundry’s initial 2-nm customers will include top chip designers like Nvidia, Apple, AMD, and Qualcomm, as well as hyperscalers like Microsoft, Amazon, and Google, according to the analysts.
Late in December, TSMC announced the production start of N2, the company’s term for 2 nm. N2 marks the first time for TSMC to adopt nanosheet transistor technology, also known as gate all around (GAA), years after foundry rival Samsung.
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