Huawei cut TSMC 5nm orders due to lower smartphone demand. Apple absorbs, asked for 10K more wafers in 4Q, competing with AMD, etc. for "enhanced 5nm" capacity. Reportedly, TSMC developed "enhanced 5nm" process specifically for AMD. AMD requires no less than 20K 12" wpm. Huawei also cut 7nm orders.
But Nvidia, AMD and other big customers simultaneously increased 7nm orders. Not only is TSMC's 5nm production capacity fully turned on starting from 2Q, 7nm capacity will also continue to be fully utilized until the end of the year.