Does TSMC even have non-bulk customers at 7nm/5nm/4nm? I would have thought the mask costs are so high that it isn't economical except for the biggest companies.
Cerebras has probably bought less than 100 7nm wafers, total. Though they may have gotten many more sales than the last I checked. Tesla Dojo is probably about the same. I've seen loads of random chips like that on 7nm. I guess it depends what you consider "bulk".
7nm yes, 5nm/4nm not as much, apple pretty much bought out the entirety of 3nm. 7nm is a relatively mature process at this point.
Yup, obviously they are aware of AMD competition and can adjust their margins accordingly.