Post BAXr67jTeRFKPI8ffk by f4grx@chaos.social
 (DIR) More posts by f4grx@chaos.social
 (DIR) Post #BAXfsd0XTW9Nr5Tv4S by ariadne@social.treehouse.systems
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       @ketan thankfully, the fab capacity needed to produce twice as many chips doesn't exist, and it will take several years for it to exist.the real story here is that they are selling investors growth they cannot actually attain.  it is straight up fraud.
       
 (DIR) Post #BAXpmwvVVHLfR83iAS by chx@chx.contact
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       @ariadne @ketan alas, this constraint does not exist. TSMC N2+N3 had about 150-170k/month wafer starts at the end of 2025. 270-280k/month is expected by end of 2026 and 320k/month by mid-2027. TSMC has the capacity.https://www.trendforce.com/news/2026/04/27/news-tsmc-3nm-monthly-capacity-may-hit-180k-wafers-by-2026-up-over-40-yoy-on-ai-demandhttps://www.digitalcitizen.life/tsmc-reportedly-targets-110000-monthly-2nm-wafers-by-mid-2027
       
 (DIR) Post #BAXr67jTeRFKPI8ffk by f4grx@chaos.social
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       @ariadne @ketan I wonder FUCKING WHEN investors will realize it.