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

TSMC’s 3nm production is reportedly running at full stretch, with demand now outpacing supply.

Major chip designers and hyperscale cloud firms are competing for limited 3nm output.

The shortage is already affecting product roadmaps and making capacity allocation a top priority.

This has turned TSMC’s 3nm line into a key bottleneck for advanced GPUs, CPUs, and cloud chips.