Well, to paraphrase
@deconstruct60 (but not to put words in his/her mouth), if M3 stayed with the N3B-specific design, then regardless if capacity was sufficient or not, it'd stick with N3B. Maybe M3 would get delayed until 2024 but it would still be N3B. They would not switch to N3E for it.
My contention was somewhat different. I was thinking that some time ago, Apple decided M3 was going to be on N3E (not N3B), and therefore M3 Macs
can't be released in 2023 since N3E chips would not be available in time. By necessity they would have to be in 2024, regardless of what the N3B yields are.