[ahmedfromtunis]

Poor TSMC (and ASML)! They were already struggling with capacity to fulfill orders from their established customers. With ARM now joining the party, I don't know how they're going to cope.

Edit: The new CPU will be built with the soon-to-be-former leading edge process of 3nm lithography.

[bigyabai]

TSMC has multiple fabs being constructed, they'll be okay. The biggest losers here are AMD, Intel and Apple who will be forced to pay AI-hype prices to mass-produce boring consumer hardware.