I don't think it is purely a TSMC supply issue. To put it bluntly; AMD isn't used to selling that many CPUs. Zen 1/+ brought them parity with intel performance-wise (something AMD has been laking for over a decade). It's only with Zen 2/ the 3000 series that AMD has had both core-count and single-threaded. Before you had to choose between lots of slower cores or fewer/ faster cores.

I do wonder if the 3900x/ 3950x shortage is at least partially manufactured (they're so hard to get they must be good right?). Intel halved their prices pre-lunch which is something that has never happened before, but they still can't match AMD for price/ performance.

AMD has both good CPUs & GPUs (something that is very rare!). Being an owner of an RX 5700, I'm surprised how low the power usage is. If they put a cut-down RX 5000 on a low-power CPU, they could make some decent laptops that don't need dedicated GPUs (memory speed is a bottle-neck especially on a laptop with a single memory channel). That could pose a problem for Intel. I'm actually a little surprised it hasn't been more of a priority for AMD, all Intel can do to compete right now is to literally give their CPU/ APUs away (better to make a loss than lose a customer to AMD). Next year will be a good time to buy a laptop. It looks as though Zen 3 will first launch on laptops, that may pose a problem for Intel...