TSMC Urging Customers to Apply for N2 Node Allocation as it's Almost Full Until 2027

According to Culpium—written by ex Bloomberg tech industry writer Tim Culpan—TSMC is now telling its customers to apply for production allocation for its N2 node, as most of it has already been booked

up until the end of 2027. Lead time is said to be six quarters on what production capacity is left, which is causing problems for companies that manufacture with TSMC to live up to their own roadmaps ...