The lack of stock of AMD Ryzen 5000 processors, Radeon RX 6000 graphics and next gen consoles, would be given because TSMC does not have more production capacity. The problem is that the Ryzen 3000 and RX 5000 sell very well, better than anticipated. According to Asian media, TSMC would now have a little more production capacity than was left by AMD to produce chips for the PlayStation 5.
It seems that Apple and Huawei are no longer requesting 7nm chips and that is good for TSMC and especially for AMD. All available wafers will go directly to AMD solutions. But, don't be overjoyed, as these wafers would go straight to producing chips for Sony's PlayStation 5.
AMD keeps the TSMC wafers that Apple and Huawei leave free that will go to the PlayStation 5
Apparently Sony would have indirectly kept these new wafers available from TSMC. We don't know the deal, but they may have put in enough money to get these chips. This will benefit them against Microsoft, which also suffers from a shortage of chips for its console.
La Ryzen 5000 processor shortage for desktops and laptops will remain in effect. Nor will we have new Radeon RX 6000 graphics cards. Who else gets shorn is Microsoft, which will continue without stock of the Xbox Series X. Sony has guaranteed the stock and thus be a leader in sales without competition due to lack of stock of its rival.
This is possible because Apple and Huawei would already be demanding chips from TSMC in the 5nm lithography. It should be noted that this lithography would already be available or practically available for the production of small chips such as the SoCs that both companies require.
Come on, the shortage of processors and graphics cards will continue, but the good thing is that there will be PlayStation 5 in the coming months.