Leading-edge capacity is booked out through 2028

Claim

TSMC's 2-nm capacity is fully booked through 2028 with its 1.6-nm process also under heavy demand, and Nvidia is reportedly redesigning its next generation because that capacity will not suffice, shifting less critical dies to an older process.

Reporting date: 2026-03-23 (not necessarily the event date)

Sources

Attribution and reporting linked by this record; links do not imply independent verification.

• Welcome to March 23, 2026 (theinnermostloop.substack.com)