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TSMC does not design the chips. Who knows what percentage of the responsibility is due to manufacturing or design?

This news is about a manufacturing issue.

I'd wager it's not that easy to separate these two, especially when voltage is dynamically regulated.

If it's a Zeiss lens imperfection, a broken ASML machine, water or silicon impurity, etc, what matters to the customer is the final product you're buying.

The oxidation is.

The choice of voltage scaling is not.

The industry has always been kind of monolithic. I'm not sure you can count qualcomm as a competitor just yet. competing means being in the same market. Laptop, desktop and server have all been categories that havent seen anything other than x86 for a long time.

Qualcomm makes CPUs. That's what is relevant here.

Arm servers, such as gravitons and ampere altras, blow x86 out of the water right now.

Goes GlobalFoundary (AMDs old fab) still count, or are they too irrelevant?