Youre not getting it.
I am BGA substrate supplier. I supply all of TSMCs BGA substrate for AMD PS5, Xbox Series X and AMD GPUs. I have an issue, the supply i can give is hit by x%.... What product likely loses out and is most hit by that, the consoles which will be seen as tier 1 priority with ironclad agreements with AMD and TSMC or AMDs dGPUs.
Oh i see, so you're an industry insider, you could have told us this yourself, you didn't really need "pro AMD" guy, you didn't need to relay this information from Mr pro AMD, which of course being pro AMD mean's it must be true... right? but it aint good enough so now you so now hear this from Mr BGA substrate supplies himself.
Well that changes everything, now i really am sold on it.
Forget it guys, don't cancel your Ampere orders, stay in that queue AMD have problems and there aren't going to be any cards. Fancy that, what a stroke of luck for Nvidia.