TSMC's 3nm capacity is now reserved for its biggest customers only

TSMC is allocating most of its 3nm capacity to a small group of top customers, limiting access for others.

Apple and Nvidia receive the largest share of 3nm production, while Intel and AMD get smaller volumes.

Broadcom said TSMC is reaching production limits as demand for advanced nodes outstrips supply.

Some companies and foundries like Samsung are seeking alternatives as geopolitical risks add pressure to supply chains.