Honestly? A lot of it has to do with the fact that they booked TSMC's entire 5nm production capability for some time. So they are working on a smaller process

Honestly? A lot of it has to do with the fact that they booked TSMC's entire 5nm production capability for some time. So they are working on a smaller process node than their competitors, and they used their market position to ensure that they will be the only ones using it for a little while. That gives them a significant leg up.