News Summary

• TSMC’s 3nm supply has become so constrained that only long-term and loyal customers like Apple are given priority.
• During this demand and supply disparity, Samsung emerges as the savior for those who are unable to secure orders from their ‘go-to’ manufacturer.
• The Korean giant's second-generation 2nm GAA process, also known as SF2P, serves as the ideal alternative.
• An ambitious target that involves increasing 2 nm GAA orders by 130 percent has been reported to be set by Samsung for this year.