According to Culpium—written by ex Bloomberg tech industry writer Tim Culpan—TSMC is now telling its customers to apply for production allocation for its N2 node, as most of it has already been booked up until the end of 2027. Lead time is said to be six quarters on what production capacity is left, which is causing problems for companies that manufacture with TSMC to live up to their own roadmaps. Even those lucky enough to have been allocated production on the N2 node are said to be looking at as much as a 12 month lead time from start of production until delivery of the finished chips.

Culpium also confirms that NVIDIA now is TSMC's biggest customer , as we reported last week. Even so, NVIDIA is also said to be affected by the N2 node production constraints, even though they might not be as badly affected as small customers of TSMC. The report mentions that there are some exceptions to the lead times, including what is referred to as hot lots or hot runs, but these come in at premium pricing for the customers, as these are last-minute production runs that don't have guaranteed lead times. This is bad news all around, as it means a lot of planned products are unlikely to see the light of day, as they will either be too costly to manufacture or it will simply take too long for it to make sense to invest in.