ASMI flags capacity acceleration in 7nm to 3nm nodes in addition to 2nm. 7nm to 3nm acceleration attributed to CPU. TSMC is expanding 3nm capacity for AI accelerators and CPUs and Intel is adding Intel 10/7/3. HBM base die and LPU at Samsung on N4 creating tightness as well. Smartphone is squeezed currently.
Source: Sravan Kundojjala
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