According to reports from Taiwanese media, TSMC is experiencing soaring demand for its 3nm and 5nm manufacturing processes. It is anticipated that the capacity utilization for these processes will soar to nearly 100% in the first half of 2026. Specifically, the 3nm process has already secured full - book orders from mobile phone chip titans such as Qualcomm, Apple, and MediaTek. Additionally, manufacturers in the high - performance computing realm, like NVIDIA, have also placed orders. The market demand for these processes has far surpassed initial expectations.