Very different areas of semi. The Economist article is focused on the high end, most advanced nodes and their fabless users like AMD, NVidia. What you list is

Very different areas of semi. The Economist article is focused on the high end, most advanced nodes and their fabless users like AMD, NVidia. What you list is either analog of older nodes (~90 to 40nm). It's a very different world, with often different players. TSMC plays in the digital old nodes, but as I understand is not very motivated in investing in much new capacity, and try to push customers toward 22nm ULP (may work for some, but not all). Others are investing, but it takes time. So you start to see a glut at the high end, but still constraints in the analog / old nodes.