Su is just talking up AMD’s strengths, many of which come care of TSMC and for which the original R&D was largely funded by Apple. She is not wrong, and AMD has certainly made large gains in HPC recently, but AMD does not monopolize all possible paths to success here.
I agree that a lot of AMDs wins have come from TSMC. That being said, I feel like the biggest win for them over the past 5 years (well 6 now)... was moving to chiplets, which all started at Global Foundaries. Having the same chip, from the lowest end consumer chip all the way to the top end server chip means that they can spend less time and cost developing up processors for every segment, and they just bin the chips in terms of quality.
Intel is starting to make changes towards this structure but they haven't fully committed to it yet.
A move to chiplets would be just prolonging their terminal suffering if they didn't replicate Haswell in the first Ryzen chips, making them somewhat performance-competitive and due to chiplets also economically viable with the ability to wow consumers with the first 8 core desktop chips and later 12/16/24/32-core ones.
