TSMC's 3nm node is reportedly facing delays

This is likely to affect CPU and GPU releases, both by requiring companies to delay 3nm products and perhaps re-architect things for 5nm, and by overcrowding 5nm. Apple already booked the 3nm process, and if it can't get it then it will have to continue using 5nm, which will leave less capacity for other companies.


I'm also guessing that the problems with getting 3nm equipment could extend to expanding 5nm volume.
 
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