I believe phones and IOT take up most of the chips. Apple is a big customer, but I don't know where they stand - have to be ahead of AMD I think.
I believe Apple originally intended the A13 to be on N7+ EUV instead of N7P. Hence the slightly larger die size in A13 which was unusual. AMD's die with Desktop and and Server is at best one fifth of Apple's wafer demand.
Broadcom's 7nm Network processor are also delayed as well, basically the whole thing is very non-TSMC like. So I believe there is something else missing in the story / analysis.
But my main point is that AMD were not planning capacity aggressively enough. You cant always blame Foundry for capacity problem. These thing are sold well in advance. If they are happy with only ~7% Shares in Server Market Shipment in a perfect storm that Intel got caught up, then I think both sales and management needs to be better. And they need to do
a lot better to justify their current share value.