Depends on what kind of pricing and lead time Dell gives AMD, because TSMC 7nm production capacity is definitely limited and their required lead time for wafer orders hit 6 months as of last fall. AMD has already experienced some shortages due to their supply being relatively unresponsive.
Sure, but people expect that of Intel because they own their fabs and have to build a new fab if they want more capacity. AMD's only buying a slice of TSMC output, but that doesn't mean they're able to suddenly buy a much larger share of that output.
