how many amazon customers have they migrated to their existing ARM solutions?
like that's the bit that's missing, the servers sitting on a rack are meaningless without ARM customers, and amazon chips not existing didn't somehow prevent the demand. they sell arm compute now and it's a paltry fraction of the whole. pretending it's about TSMC scaling is ridiculous.
As a strategic move, this makes a lot of sense for Amazon. Moreover, Amazon is a company known for excellence in a diverse set of disciplines, and TSMC has an excellent reputation for delivering state-of-the-art CPUs at scale — yet you are here to doubt they can pull it off, despite providing no evidence or rationale for your position?
The burden of proof is on you to justify your pessimism. If you have evidence for your claim that Amazon + TSMC will have problems scaling, please provide it.