Glad you liked the article and loved what you wrote! I agree that the shortage of TSMC's 7nm silicon is probably the bottleneck. Everyone needs it, and there's never enough. From a Tom's Hardware article tomshardware.com/news/amd-to-becom... one could probably estimate roughly how many chips AMD is getting, and NVIDIA doesn't even make TSMC's top four customers, and AMD's limited supply is going to their CPU/GPUs, Xbox and PS5. If you ever investigate more I'd love to read about it.
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Glad you liked the article and loved what you wrote! I agree that the shortage of TSMC's 7nm silicon is probably the bottleneck. Everyone needs it, and there's never enough. From a Tom's Hardware article tomshardware.com/news/amd-to-becom... one could probably estimate roughly how many chips AMD is getting, and NVIDIA doesn't even make TSMC's top four customers, and AMD's limited supply is going to their CPU/GPUs, Xbox and PS5. If you ever investigate more I'd love to read about it.