TSMC lays out dual‑track 2nm (N2) roadmap through 2029, adds N2U variant

- TSMC mapped a dual‑track roadmap through 2029 that expands the N2 family (including an N2U variant) and shows interface IP work moving onto N2P to align design and fab tooling. - M31 reported an eUSB2V2 interface IP tapeout on TSMC's N2P process and N2U is targeted for 2028 production, illustrating concrete design‑ecosystem movement. - Market response included record‑high TSMC shares after Taiwan eased single‑stock caps and a reported Q1 gross margin near 66%, reflecting AI chip demand driving fab economics. (bits-chips.com) (digitimes.com) (cnbc.com)