The Wall Street Journal reported on the 9th that some TSMC (2330) customers have been warned that the company's production expansion in tomorrow (2023) and 2024 may not be as fast as expected, and the difficulty in obtaining manufacturing equipment is the main reason. Affected by the shortage of mature process wafers, the delivery schedule of chip manufacturing equipment has been delayed. In some cases, the lead time of new orders has even reached 2 to 3 years.
IBS CEO Handel Jones warned that 3nm and 2nm will face high demand and equipment shortages may be more serious. He estimates that in 2024-2025, the supply gap of 2-3nm chips may reach 10-20%.