TSMC Fills 2nm Capacity Through 2028
Taiwan Semiconductor Manufacturing Company (TSMC) has reportedly booked its 2nm process capacity through 2028, with customers including NVIDIA, Apple, AMD and Qualcomm reserving slots, according to a March 30 report. Samsung Foundry, the only other confirmed 2nm-capable supplier, has invested heavily and reports satisfactory yields, positioning it as the primary alternative for firms facing TSMC shortages.
Scoring Rationale
Timely industry report with clear market impact: TSMC capacity constraints through 2028 affect major designers and elevate Samsung as the primary alternative. Scored high for scope and relevance to chip supply chains, moderated for limited sourcing detail and shallow technical depth.
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Sources
- Read OriginalSamsung Foundry likely to pick up big orders as TSMC gets sold out until 2028sammobile.com
