On June 16th, according to media reports, as TSMC's 3-nanometer supply is in short supply, it is expected that TSMC's 3-nanometer orders will be full by 2026. NVIDIA, Apple, AMD, Qualcomm, and others are all considering increasing AI hardware prices.
Driven by AI servers, HPC applications, and advanced smartphone AI, four major manufacturers, including Apple, Qualcomm, Nvidia, and AMD, have aggressively reduced TSMC's 3-nanometer family process capacity, leading to a surge in customer queues all the way to 2026.
The industry believes that as customers rush to book production capacity, TSMC's 3-nanometer family's production capacity continues to be tight and will become the norm for the past two years.
Due to a shortage of supply, TSMC is considering converting some 5-nanometer devices to support 3-nanometer production capacity, with an expected monthly production capacity of 120000 to 180000 pieces.
Although TSMC has not yet clearly stated whether it will raise prices as a result, the market generally expects that with the scarcity of 3-nanometer technology, TSMC may adjust its pricing strategy, which will further affect the cost structure of IC design companies.