AMD

I was quite shocked to hear that AMD reportedly has orders for Samsung because TSMC and AMD are very strong partners. Other for Wafer constraints in high end TSMC nodes (Like AMD says: TSMC pls take money to make CPU. And TSMC responds: Nope, we are at 100%) I can't imagine any reason AMD would do this, and that TSMC would let them get away with it. In the past TSMC has "punished" companies for producing somewhere else (including NVIDIA and Qualcomm)