In case you have yet to hear, TSMC's production line is suffering after ingesting some sub-par chemicals, which has "caused wafers to have lower yield". It was originally reported that it was the 16n and 14nm process nodes which were effected, used by NVIDIA and MediaTek GPUs as well as AMD's Xbox One X and PS4 APUs.
The Inquirer followed up with TSMC who stated the initial reports were incorrect and that it is roughly 10,000 wafers on the 12nm and 16nm nodes at Fab 14B in southern Taiwan which received the bad batch, nodes used by Huawei, MediaTek, and NVIDIA but not AMD.
TSMC still expects to meet market demands; they have dropped enough from last year that they announced expected Q1 2019 revenue will decline by 22%. Hopefully this is not the start of another problematic year for TSMC, who had to deal with a WannaCry infection last summer.
AMD, with their focus on the 7nm node, might have a bit of an opportunity if this does cause any temporary shortages of NVIDIA GPUs on the market.