TSMC, as of the end of 2019, represented just under 13% of the world's total wafer production capacity. This includes ALL of their nodes, including a bunch of older, non-competitive nodes. Their N7 and N5 capacity is much less than this total. That's not even up for debate, those are their published figures.
Intel has 11 300mm fabs, all of which can produce 14nm or better wafers and two more in the process of being built. While they still make things on older nodes, the vast majority of their production is on what is considered a competitive leading edge node (I'm including 14nm in this because, as we see, Rocket Lake is still competitive with other market leaders).
My comments are SPECIFICALLY RELATED to LEADING EDGE NODES. Intel's capacity there dwarfs TSMC, who is currently AMD's only choice for a competitive product. Samsung's 8nm node is not quite there, and Nvidia has that heavily engaged.
When we're talking about AMD vs. Intel, it is entirely the x86 processor (and soon to be GPU) market. Intel produces significantly more x86 processors than AMD and AMD doesn't have anywhere to go to get more capacity on a competitive node. Intel has deep, deep pockets, and has already announced that they are purchasing capacity from TSMC. Apple is going to be needing more processor capacity as they replace Intel sourced products with their own processors. Apple is a big purchaser of TSMC capacity, and that's only going to grow as they purchase more wafers to satisfy their need for larger processors for their higher end products.
Where, exactly, is this Capacity Fairy that's going to magically solve AMD's capacity limitations?