Analysis: Utilization in High-Value Nodes Spikes

2 Min Read February 2, 2026

TSMC’s 3nm capacity squeeze forces customers to weigh Samsung and Intel alternatives, with orders booked through 2027 and performance data in focus.

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. This report accompanies the Industry Performance Data Table.

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