AMD has been held back through sometimes illegal tactics since basically they started making clones and at nearly every major point during their development as a company. So yes even in 2006, AMD was limited by the fact they weren't already larger because of the things Intel had done. That said they hadn't hit capacity during their most successful time period though part of that was on the illegal tactics Intel was using at the time to Limit OEM's adoption of AMD products. They don't and won't have the capacity to supplant Intel anywhere. But this is a cart/horse discussion. AMD and even TSMC can't hunt out capacity or deal with capacity as an issue till AMD sells enough products for it to be an issue. But TSMC is the same company that can produce GPU's for AMD and Nvidia sell billions a quarter. With 7nm and 5nm being some of the grandeur endeavors in both capacity and expense. Considering there is only currently one other user of the process (and an offshoot at that). I am not sure there is a legit worry even if AMD has a bonafide sales hit on its hands.