TSMC N3 capacity allocation

What experts have said about TSMC N3 capacity allocation

1 statement · 1 negative

1. Dwarkesh PatelNegativeAug 3, 2026· Dwarkesh Podcast

   AI’s share of TSMC leading-edge N3 capacity will rise from 60% to 86%, hitting a wall next year.

   “This is probably going to hit a wall by the end of next year when at the leading edge N3 nodes at TSMC AI will have gone from 60% to 86% at some point.”

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   Open the episode · Why smarter AI models could drive up compute prices 10x

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