I wonder how permanent this is. As a Nvidian who sells his shares as soon as they vest and who owns some Intel for diversification, I wonder if I should load up on Intel? You really can't compete with their fab availability. Having a great design means nothing unless you can get TSMC to grant you production capacity.
TSMC takes orders years ahead and builds capacity to match working together with big customers. Those who pay more (price per unit and large volume) get first shot. That's why Apple is always first, followed by Nvidia and AMD, then Qualcomm.
There is bottled demand because Intel's failure to deliver was not fully anticipated by anyone.
