Space & Technology — 2026-04-02
TSMC Advanced Capacity Booked Through 2028 as Samsung Races to Capture Overflow
TSMC's advanced manufacturing capacity is fully booked through 2028, with Nvidia, Apple, AMD, and Qualcomm reserving all 2nm slots. The capacity crunch is the most severe bottleneck in the global semiconductor supply chain. Samsung is positioning to capture overflow demand, having achieved
Analysis
Full booking through 2028 means any disruption, whether from the helium shortage or geopolitical tensions over Taiwan, has no slack in the system. Samsung's 2nm rush represents a rare second-source opportunity, but its yield challenges suggest TSMC's dominance will persist.
Full booking through 2028 means any disruption, whether from the helium shortage or geopolitical tensions over Taiwan, has no slack in the system. Samsung's 2nm rush represents a rare second-source opportunity, but its yield challenges suggest TSMC's dominance will persist.