TSMC Capacity Shortage Spills Over to Chinese Factories
zephyr_z9 · x · 2026-07-13
The quoted content points out that $STM, a leading microcontroller manufacturer, is facing difficulties in securing mature process capacity at TSMC. This is because TSMC is prioritizing capacity allocation for the Nvidia ecosystem.
As a result, STM has been asked to advance customer orders to 2027 and is forced to consider shifting to 40nm and other mature nodes. The post's author believes that companies with their own foundries will benefit from this capacity crunch, and orders will continue to flow to Chinese foundries.
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