TSMC is reportedly sold out until 2028 (pcgamer.com) AI

TSMC is reportedly booked through 2028 for its N2 process, with even some future capacity at not-yet-built plants reportedly reserved. A South Korean report says reservations for TSMC’s planned Arizona Fab 4 (targeting mass production by 2030) are already closed and that additional demand—from both major chip customers and AI-driven firms—may push buyers to consider alternatives like Samsung. The article argues that this lack of available leading-edge foundry capacity could keep prices and supply for advanced GPUs and CPUs constrained for years.