"capacity availability has made it an increasingly attractive option" [capacity availability]
The quote directly names capacity—not yield quality—as the deciding factor redirecting orders to Samsung, supporting the claim that foundry demand concentration is creating structural second-tier beneficiaries.
Reasoning from this article
The article shows that AI-driven demand is so intense it overrides normal quality-based vendor selection: customers accept lower yields at Samsung because TSMC cannot absorb their orders. This is a structural market dynamic—not a one-time event—that will recur whenever a dominant node provider is capacity-constrained, systematically elevating second-tier foundries and reshaping long-term customer relationships.