AMD is increasingly competitive, but still doesn't have good software compatibility outside of gaming. GPUs are not the priority for them. They basically make 10 times less cards and aren't going to make more. Which is sad since we need more competition. Rising TSMC prices aren't as big of a deal for them since they are mostly on samsung right now.
I wouldn't say that things are so bad for Nvidia. They are selling more cards than ever, their "Ultimate Play" to rise the prices across the board will, most likely, be successful in the long run. Sub 200 dollars segment is dead, like sub 100 before it. Since they are going to make monstrous MCM GPUs, the price for an absolute high end is going to rise to unseen heights(performance will rise with them). I hope Intel will stop this madness eventually, but they won't be able to do it fast, even if they try as hard as they can.
