TSMC takes orders years ahead and builds capacity to match working together with big customers. Those who pay more (price per unit and large volume) get first

TSMC takes orders years ahead and builds capacity to match working together with big customers. Those who pay more (price per unit and large volume) get first shot. That's why Apple is always first, followed by Nvidia and AMD, then Qualcomm. There is bottled demand because Intel's failure to deliver was not fully anticipated by anyone.