← TSMC N3 capacity allocation
What podcasts say about TSMC N3 capacity allocation
Every statement, with the speaker, the exact quote and the moment it was said.
What experts have said about TSMC N3 capacity allocation
1 statement · 1 negative
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.”
Open the episode · Why smarter AI models could drive up compute prices 10xListen at 8:32
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