Taiwanese megafoundry TSMC is reportedly sold out until 2028. That includes its cutting edge new N2 node, which is expected to be used by everyone from Nvidia and Apple to AMD and Intel. It's even claimed that TSMC has sold out capacity at future fabs that have yet to be built.
According to South Korean outlet Chosun, multiple sources have indicated demand from those established players in customer chip manufacturing is being joined by newer AI-fuelled entrants including Google and Amazon. The net result is that TSMC's capacity is totally booked out, possibly opening the door to Samsung as an alternative foundry.
