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One other thing in the video, Daniel mentioned that the lead times are shrinking for AMD and growing for Intel. I am not sure if he was talking about wafers or CPUs, server CPUs in particular. Because there were some anecdotal takes that Milan lead time is up to 20 weeks.
So if this is shrinking, that would be great news.
Overall, since AMD is able to devote more capacity to GPUs, and GPUs are on the lower end of margin dollars per silicon die area, I think the capacity additions from TSMC are continuing even during these tough 2 quarters Q3, Q4)
They have GPUs going into mobile SoCs at Samsung. But Samsung has little footprint outside of themselves, whereas MediaTek does. If there is anything to this rumor, I suspect its about GPUs for MediaTek.
Which makes me wonder what if any limitations AMD had in order to land Samsung.
If AMD can get MediaTek, that basically leaves Qualcomm as the only big provider that would not be on AMD GPUs, other than captive Apple.