3/31/2026
at
4:03:41 PM
TSMC is reportedly sold out until 2028
https://www.pcgamer.com/hardware/tsmc-is-reportedly-sold-out-until-2028-and-even-its-next-gen-arizona-fab-is-fully-booked-before-it-has-even-been-built/
by haunter
3/31/2026
at
4:24:21 PM
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?
by tencentshill
3/31/2026
at
4:50:07 PM
Probably not that flexible without some big cancellation fee. It can take 4-6 months to go from bare wafer to packaged chips.
by choilive
3/31/2026
at
5:03:34 PM
Didn’t car manufacturers cancel a bunch of contracts during covid? Only to immediately regret the action.
by 0cf8612b2e1e
3/31/2026
at
4:54:48 PM
Damn, Rapidus couldn't come soon enough.
by kasabali
3/31/2026
at
8:12:57 PM
Terafab, Tenstorrent, SMIC and Cerebras Systems are a few more TSMC competitors.
by deadalus
3/31/2026
at
5:19:24 PM
Hopefully more production capacity comes online.
by j45