Independent of the question around TSMC they are still affected as: - Shortages and price hikes caused by various effect are not limit to the GPU chiplet but a

Independent of the question around TSMC they are still affected as: - Shortages and price hikes caused by various effect are not limit to the GPU chiplet but also most other parts on the GPU. - Especially it also affects the RAM they are using, which can be a big deal wrt. pricing and availability.