You are spot on on 10nm fab, it's why Apple shipped an update with split 14 and 10nm chips on different models, it wasn't large enough or cheap enough to update

You are spot on on 10nm fab, it's why Apple shipped an update with split 14 and 10nm chips on different models, it wasn't large enough or cheap enough to update all models. A notable thing about TSMC's 5nm is it is shipping in three months. Thats a massive gap and there is little proof that Intel 7nm is 'much' more than 5nm. And thats before you consider other upsides seen in the TSMC chips such as cost, or the incredible power management tactics seen in the Ax series chips that are easily generations ahead of Intel.