Some of it is marketing BS, but it's hard to argue that AMD isn't benefitting hugely from TSMC's 7nm process. Likewise, Apple knows that they can get 5nm parts

Some of it is marketing BS, but it's hard to argue that AMD isn't benefitting hugely from TSMC's 7nm process. Likewise, Apple knows that they can get 5nm parts from TSMC this year for their phones and laptops and they know the kind of performance advantage they're going to be getting out of them. Intel has stumbled a lot here and it's showing.