I wonder...
There are maybe 2 other drivers?
1. Bitcoin pricing driving GPU demand
2. AMD is generally ahead of Intel in CPUs, hence much higher demand for TSMC to make them.
Bear in mind some AMD CPUs use a 14nm? interconnect IC so the success of their CPUs is probably putting pressure on TSMC's 7nm, 10nm, and 14nm fabs.
Biting the hand that feeds IT
