Apple buying every N3B wafer isn't enough to match the orders they placed. They had originally anticipated other customers on N3B too. But only Apple has an N3B

Apple buying every N3B wafer isn't enough to match the orders they placed. They had originally anticipated other customers on N3B too. But only Apple has an N3B design ready for manufacture. Intel - the only other major N3B customer - plans to use it for Arrow Lake S which is a late 2024 product. Every other major customer decided to wait for N3E because N3B is too expensive. TSMC therefore wants to push out the acquisition of additional machines until next year when N3E is ready. It's also the reason TSMC pulled in N3E a quarter or two.