TSMC is reportedly sold out until 2028 and even its next-gen Arizona fab is fully booked before it has even been built

Taiwanese megafoundry TSMC is reportedly sold out until 2028. That includes its cutting edge new N2 node, which is expected to be used by everyone from Nvidia and Apple to AMD and Intel. It's even claimed that TSMC has sold out capacity at future fabs that have yet to be built.

According to South Korean outlet Chosun, multiple sources have indicated demand from those established players in customer chip manufacturing is being joined by newer AI-fuelled entrants including Google and Amazon.