TSMC's 3nm Chip Capacity Has Become So Constrained That Only "Long-Term, Loyal" Customers Are Getting Priority
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2 Articles
TSMC's 3nm Chip Capacity Has Become So Constrained That Only "Long-Term, Loyal" Customers Are Getting Priority
TSMC's chip capacity has become a real bottleneck for companies in the AI race, and a new report indicates that the 3nm node is in high demand across major segments of the industry. Apple & NVIDIA Are Major 3nm Clients, and the Supply Shortage Actually Helps Them Offset Competition We have discussed TSMC's chipmaking capabilities being under pressure, as every major entity in the AI race depends on the Taiwan giant. From GPU and CPU manufacturer…
According to DigiTimes, demand for TSMC's 3-nanometer capacity has reached a critical level, with the Taiwanese vendor unable to cope with the influx of orders. In the face of severe shortages, priority access to pipelines is being given to the most loyal and long-term partners. The key beneficiaries are Apple and Nvidia—their dominant position in the order schedule allows them to secure the bulk of advanced lithography, leaving... The post "Dem…
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