// Global Analysis Archive
Technode reports that TSMC’s 3nm capacity has risen to roughly 160,000–175,000 wafers per month in Q2 but still falls short of demand amid ongoing backlogs. Supply-chain sources indicate TSMC may raise 3nm foundry prices by up to 15% in the second half of 2026 as advanced-node capacity remains a key bottleneck.
Xiaomi CEO Lei Jun said the company’s 3nm Xuanjie O1 smartphone SoC has surpassed one million shipments and is already used across three flagship devices. Xiaomi plans to extend the Xuanjie chip series into EVs and other smart devices with annual upgrades, indicating a broader vertical-integration strategy.
TechNode, citing DigiTimes, reports that TSMC’s 3nm capacity has entered an unusually severe overload state, creating a major bottleneck for GPU/CPU designers and hyperscale cloud providers. The resulting supply-demand imbalance is reportedly disrupting product roadmaps and shifting industry focus from technology advancement to capacity allocation and procurement.
Technode reports that TSMC’s 3nm capacity has risen to roughly 160,000–175,000 wafers per month in Q2 but still falls short of demand amid ongoing backlogs. Supply-chain sources indicate TSMC may raise 3nm foundry prices by up to 15% in the second half of 2026 as advanced-node capacity remains a key bottleneck.
Xiaomi CEO Lei Jun said the company’s 3nm Xuanjie O1 smartphone SoC has surpassed one million shipments and is already used across three flagship devices. Xiaomi plans to extend the Xuanjie chip series into EVs and other smart devices with annual upgrades, indicating a broader vertical-integration strategy.
TechNode, citing DigiTimes, reports that TSMC’s 3nm capacity has entered an unusually severe overload state, creating a major bottleneck for GPU/CPU designers and hyperscale cloud providers. The resulting supply-demand imbalance is reportedly disrupting product roadmaps and shifting industry focus from technology advancement to capacity allocation and procurement.
| ID | Title | Category | Date | Views | |
|---|---|---|---|---|---|
| RPT-5022 | TSMC 3nm Remains Constrained as AI Demand Sustains Pricing Power Into 2H 2026 | Semiconductors | 2026-06-12 | 0 | ACCESS » |
| RPT-4283 | Xiaomi Signals Scale in 3nm In-House SoC as Xuanjie O1 Shipments Pass One Million | Xiaomi | 2026-04-28 | 0 | ACCESS » |
| RPT-3287 | TSMC 3nm ‘Overload’ Intensifies Global Battle for Leading-Edge Chip Capacity | Semiconductors | 2026-03-30 | 0 | ACCESS » |