Industry Performance (TCI Graphics) – January 28, 2026

2 Min Read February 2, 2026

TSMC’s 3nm crunch pushes customers toward Samsung and Intel, with capacity locked through 2027 and data tracking pressure over time.

TSMC’s advanced 3 nm capacity remains extremely tight, forcing some major customers to consider shifting orders to Samsung and Intel’s advanced nodes, as capacity is fully booked through 2026–2027. The data gives weekly, monthly, quarterly, and yearly views and analysis to help manage the supply chain.

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