[scrlk]

> Apple has booked nearly 90% of chip supplier TSMC's first-generation 3-nanometer process capacity this year

No surprise, the N3B ("first gen") process has bad economics and poor yields. Everyone else is waiting for N3E, which is pretty different to N3B.

See: https://www.semianalysis.com/p/tsmcs-3nm-conundrum-does-it-e...

https://fuse.wikichip.org/news/7048/n3e-replaces-n3-comes-in...