TSMC 3nm Capacity Tightness Spurs Intel Push for 18A and 14A
TSMC says N3 and 3nm wafer capacity could stay tight for multiple years, and semiconductor companies across the tech sector echo the constraint. Intel is positioning its 18A and 14A processes to win AI customers, while targeting an advanced packaging angle linking CoWoS demand to EMIB-T compatibility. TSMC advanced nodes drive most wafer revenue, and Intel’s external foundry is still small.