TSMC faces broad 3nm capacity shortage, fueling supply chain battle · TechNode

TSMC faces broad 3nm capacity shortage, fueling supply chain battle · TechNode

According to DigiTimes, TSMC’s 3nm process capacity has entered an extremely rare state of “overload,” as a fierce battle for capacity sweeps across the entire semiconductor supply chain. The report notes that from leading GPU and CPU designers to hyperscale cloud providers such as Amazon and Microsoft, nearly every major player is scrambling to secure orders from TSMC. However, the foundry’s manufacturing capability has now become the industry’…