https://www.tomshardware.com/news/amd-cpu-sales-intel-ryzen-german-market-ret...AMD Comes Roaring Back: Analyzing Five Years of CPU Sales at Mindfactory 
The graph above is with AMD consistently sandbagging unmercifully on all their newest stuff as Intel isn't improving any at all (save for a dubious very few 10nm laptops).
AMD is being very careful to keep the range of actual performance improvement and pricing differential at about the same distance apart compared to Intel --- this fuels their removal of Intel market share at a rate that AMD can support.
AMD is also being careful to post rapid fixes for anything Intel starts to use as a FUD talking point.
In the past month Intel and its paid talking heads have pushed a lot of FUD nonsense that said:AMD processors runs hot, hotter than Intel ----- this was debunked as simply not true unless you were running ALL of the AMD cores at full tilt during a benchmark test (a thing that really does not happen in the real world). Intel's boys carelessly lost track of the fact there are TWICE AS MANY OR MORE AMD CORES running at full tilt during these tests and that the fact the entire heat load of all of the extra AMD cores did not exceed Intel's normal heat rise by very much at all.
Each AMD core runs a lot cooler than an Intel core can run. But yes, there are a lot more AMD cores to make heat during a full on benchmark test.
Intel made a lot of noise several weeks ago about a few low performing AMD cores that were seen in testing, and a lot more noise about AMD having "throttled their cores 25% more due to suspected (predicted) low service life". AMD responded that their service life is fine, and yes out of the 2x more than Intel cores in an AMD processor some cores do perform slower, but all are within the now understood published acceptance ranges. AMD also points out that Intel does the exact same thing, but Intel allows some cores to vary much more than AMD allows. AMD's response was prompt and factual, and these facts were verified by Tom's Hardware.
Also, within 1 week AMD's vendors were pushing out BIOS updates for their motherboard products that caused these slow cores to speed up some and this same BIOS update also changed the scheduling portion such that the slower AMD cores got less heavy traffic put against them by the scheduler. Intel's current talking point FUD issues basically disappeared at that point in time.
So what is really happening?
Intel simply is losing a lot of ground to AMD and Intel hates that fact a lot.
Fear, Uncertainty and Dismay has always been an Intel marketing tool and that aspect has not changed at all.
This week's Intel FUD is saying that AMD is going to run out of manufacturing capacity and the "current shortages" of AMD chipsets are proof of this.Look at the graph up at the top. AMD is selling so many more chipsets (and Intel is selling so few) that yes, AMD is being careful about the timing of introducing new advanced products to be sure that they have enough 7nm chiplets flowing to build yet another hit product.
In reality, Apple kicking into their full new 7nm product production cycle has stressed TSMC's ability to make everybody happy all at the same time at 7nm++ right now. Apart from AMD and Apple, TSMC's lead times have just tripled for all the little guys who are just now placing their very first 7nm orders.
TSMC's solution is to rapidly ramp up 5 more brand new ASML 5nm lines. TSMC wisely spends their money on next year's best and brightest, not on old stuff with less than a year to go on it's primo lifespan.
TSMC has released all of the build tools for 5nm to their customers now and is getting 5nm 14 layer deep burn orders already placed on them from AMD, Apple and others. Full 5nm Production at TSMC begins soon, like March of next year type soon (or sooner if your name is Apple).So, TSMC isn't buying any additional 7nm lines, but is spending all their money staying ahead of the coming 5nm wave. When Apple and AMD shift over to 5nm, then some of the current pressure will come off of the existing 7nm production lines. Remember please, that the new 5nm lines can do a 7nm product in a pinch, just that all of the rest of the 14 layer stuff won't be used when doing 7nm but if the demand is there and the new 5nm line is idle ....... well, heck, go for it.
Bean pickers are funny, new production lines need to be booked solid so as to generate a revenue flow to pay for the new line out of its own cash flow (while you are paying for it actively, anyway). TSMC likes to be booked solid with a waiting list so they KNOW they get their full utilization of the money they just spend on new production equipment.
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Good news, Intel has finally placed their first real orders for some real 7nm++ EUV production equipment --- this puts them 1.5 years minimum away from making a real 7nm full production line of chipsets ...... and Intel is 1.5 years behind all the hockey stick boys who had ordered their stuff late this spring and are most of the way through their wait period.
Intel is calling their old home grown 7nm lines "10nm lines" now, so expect Intel to make a whole lot of 10nm stuff before they make any real quantities of "new" Intel 7nm++ fresh off of their really new new really really 7nm EUV lines, the ones that Intel just placed orders on ......
..... i.e. by the time everybody else will be moving from 5nm down to 3nm