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Does everyone want 5nm? Would another fab tomorrow be useful? Who's actually shipping 5nm at volume except Apple right now? Are Huawei or were they forced elsewhere? Broadcom 5nm is barely going yet, neither AMD or Nvidia are shipping anything. I think that leaves just 5G stuff from Mediatek and Qualcomm. 7nm is what most of TSMC's customers want to get out the door.

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Want or need? I have a dozen devices on my LAN that don’t use the latest tech. I get by. But if I was going to upgrade my laptop there’s a good chance it would be an M1.

Demand for Apple's M1 laptop isn't going to be a problem for TSMC if Apple is currently their only customer with volume production of 5nm parts. I'm trying to understand where the idea of any 5nm shortage comes from. The shortages described in this article are nothing to do with 5nm.

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