The article discusses how TSMC's 3nm process technology is a critical bottleneck for the e

TSMC's 3nm process is a chokepoint for major chip designers, giving it pricing power and limited competition due to its technological edge.

NVIDIA is a major customer of TSMC's 3nm for its next-gen AI GPUs, benefiting from the advanced node for performance and power efficiency.

AMD uses TSMC's 3nm for its MI300 and future chips, but faces competition from NVIDIA and Intel.

Apple is a lead customer for TSMC's 3nm in its A17 and M3 chips, benefiting from early access and performance gains.

Qualcomm uses TSMC's 3nm for its Snapdragon 8 Gen 3, but its dependence on TSMC is similar to others and not unique.