I suspect this is being made a bigger deal of than is actually the case. From what I understand about the sorts of wafer volumes involved here, even if they doubled their orders, the large customers like AMD/etc would hardly notice a dent.
In addition, I believe lots of these automotive processors use older nodes and often 200mm wafers so aren't even competing with the likes of 7nm 300mm wafers that AMD/etc use. Reliability is far more important than minor power savings and cutting-edge performance when it comes to automotive processors.
What else doesn't help, is apparently these manufacturers massively cut their orders when the pandemic hit sales, and now are asking to increase orders at short notice.
Edit: I found where I read it originally. Bottom two paragraphs of this article:
https://www.tomshardware.com/uk/news/TSMC-to-prioritize-auto-chips-when-adding-capacity