$TSM is facing severe capacity constraints despite strong demand for its advanced nodes
The company’s 3nm utilization rate has been at 100% for consecutive months, and it is already pushing the 2nm process toward customers
A CPU, GPU, memory, energy, and grid infrastructure shortage is becoming more obvious by the day
2026 will be the year of shortages
Source: Commercial Times
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$TSM is facing severe capacity constraints despite strong demand for its advanced nodes
The company’s 3nm utilization rate has been at 100% for consecutive months, and it is already pushing the 2nm process toward customers
A CPU, GPU, memory, energy, and grid infrastructure shortage is becoming more obvious by the day
2026 will be the year of shortages
Source: Commercial Times