<div id="readability-page-1"><figure></figure> <p>According to DigiTimes, TSMC’s 3nm process capacity has entered an extremely rare state of “overload,” as a fierce battle for capacity sweeps across the entire semiconductor supply chain. The report notes that from leading GPU and CPU designers to hyperscale cloud providers such as Amazon and Microsoft, nearly every major player is scrambling to secure orders from TSMC. However, the foundry’s manufacturing capability has now become the industry’s biggest bottleneck, with actual capacity falling far short of absorbing the massive surge in demand.</p>    <p>This severe supply-demand imbalance is already disrupting the product roadmaps of multiple companies. The industry is no longer facing just soaring costs caused by shortages. Without sufficient 3nm capacity backing, companies are even reluctant to take on downstream customer orders. Capacity allocation and procurement battles have now overtaken technological development as the most pressing operational challenge for major chipmakers. [TechWeb, in Chinese]</p></div>

MSFT

AMZN

<p>TSMC is experiencing a significant 3nm capacity shortage, described as an "overload" state, amid intense competition for semiconductor manufacturing. Major companies, including GPU and CPU designers and cloud providers like Amazon and Microsoft, are struggling to secure orders. This shortage is causing disruptions in product roadmaps and leading to reluctance in taking on new customer orders. The focus has shifted from technological advancements to capacity allocation and procurement battles, marking a critical operational challenge for chipmakers.</p>

- TSMC's 3nm process capacity is facing an "overload" due to high demand from semiconductor companies and cloud providers.  
- The foundry's limited manufacturing capability has become a significant bottleneck, failing to meet the surge in demand.  
- This imbalance is disrupting product roadmaps and shifting the focus of chipmakers from technological development to capacity allocation and procurement challenges.

动点科技英文源

Microsoft

Taiwan Semiconductor

Amazon

GraniteShares 2x Long TSM Daily ETF

T-Rex 2X Long Microsoft Daily Target ETF

GraniteShares 2x Long MSFT Daily ETF

Direxion Daily AMZN Bull 2X Shares

iShares Semiconductor ETF

SPDR S&P Semicon

GraniteShares 2x Long AMZN Daily ETF

Leverage Shares 2X Long TSM Daily ETF

Direxion Daily TSM Bull 2X Shares

Direxion Daily MSFT Bull 2X Shares

Invesco Semiconductors ETF

VanEck Semiconductor ETF

YieldMax MSFT Option Income Strategy ETF

Direxion Semicon Bull 3X

TSMC faces broad 3nm capacity shortage, fueling supply chain battle