TSMC is reportedly sold out until 2028

haunter 28 points 7 comments March 31, 2026

Discussion Highlights (3 comments)

tencentshill

How flexible are those contracts? If a major customer decides to reduce their buildout, is it easy enough to release that capacity bak to the market?

kasabali

Damn, Rapidus couldn't come soon enough.

j45

Hopefully more production capacity comes online.