Advanced Node Capacity
HighActiveLeading-edge manufacturing capacity (3nm and the upcoming 2nm) remains highly concentrated. TSMC holds over 90% of the advanced foundry market share. The bottleneck is exacerbated by the simultaneous demand for AI accelerators and mobile SoCs, while 2nm capacity is already being pre-booked for 2025-2026 production.
Source Companies(control or create this constraint)
Affected Companies(impacted by this constraint)
Severity Assessment
High
4/5This constraint is significantly impacting supply and requires attention.
Affected Segments
Current Status
Active
This bottleneck is currently constraining supply.