TSMC is reportedly sold out until 2028 and even its next-gen Arizona fab is fully booked before it has even been built
TSMC is reportedly completely booked until 2028, including capacity for its next-generation N2 node, with demand coming from major tech companies like Nvidia, Apple, AMD, Intel, Google, and Amazon. This scarcity, even for future facilities, may open opportunities for competitors like Samsung and Intel. The situation suggests that consumers should not expect cheaper PCs or GPUs in the near future due to limited cutting-edge silicon production.
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