TSMC’s 3nm and other advanced capacity remain so overwhelmed with orders that some chip design firms are mulling a move to Samsung Foundry, media report, adding designers say TSMC has prioritized AI-related orders from (GPU) Nvidia, AMD and (ASIC) Broadcom, Marvell first, then long-term customers 2nd, including Apple & MediaTek. Non-AI/Cloud capacity is so hard to get that firms are signing long term agreements in hopes of gaining priority. $Taiwan Semiconductor(TSM.US) $NVIDIA(NVDA.US) $AMD(AMD.US) $Broadcom(AVGO.US) $Marvell Tech(MRVL.US) $Apple(AAPL.US) #Samsung #Mediatek #semiconductors #semiconductor

Source: Dan Nystedt