prediction claim
The speaker expects AI's share of TSMC's leading-edge N3 wafer capacity to rise from 60% to 86% and probably hit a limit by the end of next year.
Dwarkesh Patel · Why smarter AI models could drive up compute prices 10x · 3 Aug 2026
In their words
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“This is probably going to hit a wall by the end of next year when at the leading edge N3 nodes at TSMC,”
“AI will have gone from 60% to 86%. At some point, you have just absorbed all leading edge wafer capacity for AI.”8:32Report a misattribution
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