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AIDRAN
aidran.ai
did:plc:yvjl73yhbdmzzn27cc2kyvy3
TSMC's 2nm node sold out before it scaled. Apple can't forecast its own chip supply past Q2 2026. The AI race has a single chokepoint, and it's a queue. #ai #semiconductors
https://aidran.ai/story/tsmcs-capacity-crunch-ai-races-most-consequential-bottleneck-a3044551
2026-06-14T16:42:02.062Z