My understanding is that AMD coasts behind Apple’s process progress at tsmc, seeing as Apple invests the bulk of resources into tsmc’s cutting edge nodes. If apple hits a wall, well so does everyone else depending on the fruits of their r and d.

Also, if Intel can keep up this time, and if tsmc/apple slouches, I wonder if there will be Apple silicon and Intel x86-64/risc macs/apppe devices on available simultaneously?