TSMCs earnings show a significant decrease is demand this past quarter. AMD, Nvidia, and Intel all report falling demand. There will likely be allocation of 7nm

TSMCs earnings show a significant decrease is demand this past quarter. AMD, Nvidia, and Intel all report falling demand. There will likely be allocation of 7nm and 5nm opening up even in the near future, especially as 4nm and 3nm come online in the next few years. Shortages of 28nm and older nodes are not indicative of other nodes, because 28nm is (or at least was) the most cost effective node per transistor, (so plenty of demand) but no new fabs are being built for that node.