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TSMC's 3nm Technology Sparks Intense Competition for Customer Orders, with Some Clients Ready to Shell Out Up to a 100% Surcharge for Urgent Reservations
6 day ago /
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Author：小编
The availability of TSMC's cutting-edge 3nm process is currently under immense pressure, mainly stemming from a sharp rise in demand from AI chip behemoths such as NVIDIA. As per a report by JPMorgan, despite TSMC's endeavors to upgrade older production facilities and boost capacity via cross-factory teamwork, the monthly production capacity for 3nm is projected to peak at only 140,000 to 145,000 wafers by the close of 2026. This figure still falls short of fulfilling all incoming orders. The chasm between supply and demand has led customers to vie for capacity at elevated prices, potentially propelling TSMC's gross margin to surpass the 60% mark.
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