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Big question is when would Intel start getting chips from N3B. If its H2 of 2024 then capacity wont be an issue as TSMC should have both N3B/N3E in production and can support anyone who is ready to pay. Obviously Intel is using TSMC for all GFX tiles across all chips and also all non CPU products like Gaudi though Gaudi 3 is just on N5(which is weird in 2024).