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Captain_Yuri said:

AMD Zen 5 CPUs Might Get Delayed To 2024-2025 Due To TSMC’s Priority Allocation of 3nm Node To Intel & Apple

https://wccftech.com/amd-zen-5-cpus-tsmc-3nm-2024-2025-delay-rumor/

Take it with a grain of salt but I do think that as if this generation was an indication of anything, future tech may not be won by the merits of performance and value but rather supply and demand.

As a worst case scenario, since it's still quite some time until then, could AMD opt for another node instead, like N4P? Granted, it would certainly hurt efficiency and thus performance, plus the chip would become somewhat larger, but wouldn't that still be better than having barely anything to sell?

Also, AMD could maybe split up the chips in different nodes, like CPU N3, GPU N4P, IO N5, or something like that, to mitigate the problem.