Good Morning from Taipei,TSMC is urging clients to apply for N2 production allocation as far out as the second quarter of 2027, with large allotments of capacity close to sold out for the next two years, my sources tell me. Bookings are still available but this lengthening lead time, which may soon extend to six quarters, is making it hard for chip designers to commit to their own roadmaps, I am told. Equity analysts, including those at Deutsche Bank and JPMorgan, previously noted that N3 is sol...