Poor TSMC (and ASML)! They were already struggling with capacity to fulfill orders from their established customers. With ARM now joining the party, I don't know how they're going to cope.

Edit: The new CPU will be built with the soon-to-be-former leading edge process of 3nm lithography.

TSMC has multiple fabs being constructed, they'll be okay. The biggest losers here are AMD, Intel and Apple who will be forced to pay AI-hype prices to mass-produce boring consumer hardware.