TSMC’s 3nm Capacity So Constrained Only Long-Term Loyal Customers Get Priority

TSMC capacity TSMC's 3nm supply is highly constrained, digiTimes report.

TSMC allocation TSMC is prioritizing orders for long-term, loyal customers, digiTimes report.

Apple and NVIDIA are major clients of TSMC's 3nm node, digiTimes report.

Intel and AMD allocation Intel and AMD demand for high-end nodes is lower in allocation than AI sector demand, digiTimes report.

ASIC manufacturers occupy a large share of semiconductor supply but face constrained 3nm access, digiTimes report.