If we are to believe the Mizuho report, TSMC should have 120 kwpm of N3 alone by some point in 2023 (probably the end of the year, at this rate). That's 6x the projected wafer output of Intel 7nm/Intel 4 in the same timeframe. And (allegedly) Intel is only getting 20 kwpm of that N3 volume.
TSMC will also (allegedly) have 60 kwpm of N4 by that time. How much of that will be N4P is unknown since it isn't included in the only source I have, which is the good old Mizuho report.
Arrow Lake may be a refresh of Raptor Lake on 10ESF/Intel 7. If you think about it, they will not have a lot of N3 + Intel 4 to go around! And they have to share all that between Meteor Lake, Granite Rapids, and Arc/Xe. They are also getting some N6 and N5 (apparently) so some of their products may wind up on that.
If TSMC has this kind of available volume, do you think that is due to them being short on EUV equipment?
The dates on N3 may be pushed back a little (Q2 2022 for N3 may become Q1 2023; not really sure) but still. 120 kwpm N3? 60 kwpm N4? They're going to equal Samsung and Intel's total output for Intel 7 + Intel 4 + 4LPE + 3GAE/3GAP.