Conclusion:
- Intel made the 10th Gen much cheaper which now is attractive
- AMD (TSMC) production capacity is very constrained, so they have to produce the most profitable chips, so no low end + high prices
- Intel has their own production, so they have much more products
- Intel made the 11/12th Gen more interesting
So AMD has an issue here. And Intel is even making contacts which TSMC to affect production availability for others (eg. AMD)...
Solution: AMD should make low end with Samsung, high end TSMC
It would be true if Intel actually sold more CPU's than AMD, but they don't, Alder Lake sales are actually quite bad, Coffee Lake and Rocket Lake are not as bad but AMD are still selling far more than Intel.
As for TSMC, I don't think you realise just how big AMD actually are these days, every major hyper scaler, AWS, Cloudflare, Microsoft, Google, Dropbox, even Facebook with their Meta Verse, all use AMD servers, not Intel, AMD, on top of that you have CPU's, Consoles, GPU's, the Steam Deck, car SoC's, aviation, medical equipment, Samsung Mobile phones... AMD's market growth and the markets they are growing in to is nothing short of astonishing, and it keeps going...
AMD are TSMC's number 2 partner, second only to Apple, behind Apple AMD make TSMC the most money, they are second in line for allocation, with that AMD starts 6nm and 5nm mass production next year, Intel are a competitor to TSMC, there is no love between them, TSMC know Intel only intends to fill in the gaps in their own flagging and out of date production technology, there is no long term partnership here.