The only two semiconductor manufacturers currently capable of producing processors in 3nm technology are Korea’s Samsung and Taiwan’s TSMC. Given that there has been a shortage of these products for some time, the latter decided to speed up production, ie to offer 3nm processors a quarter earlier than planned, reports Morgan Stanley.
This will certainly contribute to the established pace of development of mobile devices, but on the other hand, it could have a negative impact on some other industries, due to the redistribution of capacity. Namely, neither TSMC nor Samsung currently have production capacities that would meet global demand, so the normalization of the market is not expected until next year. Of course, unless there are new unforeseen circumstances.
