TSMC is set to dominate chip production with its upcoming 3nm manufacturing process, but Apple’s claim to up to 50% of capacity could lead to stock shortages and higher prices for chips from Intel, Nvidia, and AMD. This could result in a scramble for production capacity among AMD and Nvidia for future graphics cards, while also impacting the production of AMD and Intel’s next-gen CPUs. It is interesting to see how TSMC’s dominance is shifting the landscape of chip manufacturing, and how other companies will respond to potential supply constraints. What implications do you think this could have on the technology industry as a whole?
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