TSMC would rather give wafers to a slow, stable CPU business than to its fastest-growing AI customer.

Founder and chief executive of SemiAnalysis

TSMC is much more excited to give allocation to Graviton than they are to tranium because they view CPU business as more stable long-term growth right and as a company that is conservative and doesn't want to ride cycles of growth too hard you actually want to allocate to the uh the market that is more stable and lower growth rate first before you allocate all the incremental capacity to the fast growth rate market.