TSMC’s capacity constraints could disrupt entire tech ecosystems, with:
• Apple securing just 80% of requested 3nm capacity
• NVIDIA paying 15% premiums for CoWoS packaging
• AMD delaying Ryzen 8000 series launch
“The math doesn’t add up for all customers,” said TrendForce’s Eric Tseng. Current allocation:
✓ 40% to AI accelerators
✓ 30% to smartphones
✓ 20% to automakers
Domino effects expected:
→ iPhone 17 Pro shortage risk
→ Server GPU prices rising 20%
→ Auto production delays into 2026
