TSMC's capacity crisis is handing Samsung a massive victory

TSMC's inability to meet demand for advanced chip capacity is shifting foundry work to Samsung, reversing years of Samsung's market share losses to TSMC. This capacity crunch affects fabless chip designers and equipment makers competing for limited production slots. If you design chips and TSMC won't give you capacity, Samsung is now a viable second source - and they're hungry for your business. This is the first real competitive move against TSMC in five years; your leverage in negotiations just doubled.