If this is true, and I believe it could be true, it is quite sad, because NVIDIA cannot get enough wafers even if they wanted to (they could be going to Samsung for cost but it is not like they could go all TSMC anyway).
As for AMD, to partner exclusively with TSMC they need to consider that TSMC cannot supply them enough, should there be demand. Not sure if AMD has the cash to tape out at multiple fabs notwithstanding.
In my opinion, one of the many reasons for the slow ramp up for AMD at various OEMs could be the perception with AMD, in that the the big operators are wary of AMD not having enough chips to supply and they don’t want to be in a situation where they have an AMD ecosystem but AMD cannot supply enough chips when they need to scale. Same applies to to laptops and commercial OEMs.
TSMC is trying to address this issue no doubt. More capacity investment has been planned, but to enable the likes of AMD to make a proper dent in the marketplace, at least 60-80K wpm are needed for AMD alone. If AMD were to be in a leadership position in the CPU market, they are going to need 300K+ wpm. Intel for example has around 800K+ wpm
TSMC’s and Samsung’s successes are critical for proper competition in the Semiconductor industry. Unsurprisingly, long time ago, Piednoel calculated this, and he said even if AMD wins, it is not a critical threat to Intel because AMD can never have the capacity to supply the market. You can bet the sourcing departments and bean counters at various ODMs know this.