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 manufacturers to hyperscalers and other consumer segments, almost everyone is currently looking to place orders with TSMC, yet the chip giant’s capacity simply isn’t enough. […]
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