TSMC N3 (3nm)
The node most 2025 AI silicon actually ships on
Layers as clusters, money as arcs, brand marks on the biggest stars
AI Intelligence Graph
Starting the view
Follows the graph · 1 entity
Full file coming soon. TSMC N3 (3nm)'s links, deals and figures below are what the graph holds today.Not collected yet: 360, Money, Investors, Market share, People and hiring, Legal, News and events, Earnings calls. Anthropic is the first complete company file (people, investors, legal, hiring, birth to now); other companies follow one at a time. Open Anthropic's file
Overview
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L3 Fabs · Standard / protocol · chokepoint
TSMC N3 (3nm)
The node most 2025 AI silicon actually ships on
Part of
- Links
- 2
- Deals from filings
- 0
- Exposed if it fails
- 0
- 0 within 2 steps
- It depends on
- 2
- 53 within 2 steps
No company file yet: revenue, customers and other figures appear here once they are taken from its filings.
What it is
While N2 is the future chokepoint, TSMC's N3 family is where Blackwell-class and most 2025 leading AI accelerators are actually fabricated, making current N3 capacity the binding constraint on GPU supply today. Allocation of N3 wafers directly gates how many accelerators reach the market.
Key facts
from its map entry- Role
- Current AI-silicon node
Pick a link to move the graph there: ·
Connections2 links
Pulled 28 Oct 2026 · AI Systems Map links
Its suppliers
2Compare two: what TSMC N3 (3nm) shares with another entity
Pick a second entity to see their direct links, the suppliers, backers, rivals and regulators they share, and the deals with the same parties. The graph lights the same set.
Data sources1 source
| Source | Feeds | Data dated | Pulled | Pulled again | Status |
|---|---|---|---|---|---|
| AI Systems Map links2 links; built July 2026, deals re-checked against filings 27 to 28 Oct 2026 | Connections | · | 28 Oct 2026 | when the map is reviewed | hand-built; deals checked against filings |
Times are New York time. Free sources are pulled on the schedule shown by the pipeline runner (data/corpus/run_pipelines.py), which logs every run; paid sources run only with the owner's yes; filings and newsroom pages are re-read when a new document is filed.
Links come from the AI Systems Map ontology. Deals carry the filing's own wording and a quote, checked against the document; latest source 2026-10-26. Not investment advice.