Exactly. And TSMC is acting like it. Last week it broke its own rule and added… · @Leoskie_L · TwKit

@Leoskie_L

Exactly. And TSMC is acting like it. Last week it broke its own rule and added more 3nm capacity, a node most people call "last generation." Customers don't step down. They queue up. The bottleneck isn't demand for 2nm. It's that 3nm never got freed up.

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