Apple hasn’t announced any more M2 macs aside from the MBA, and 13” MBP. Is the only Mac they update the 14”/16” MBPs now? Mac Mini, iMac, Mac Pro where are the updates before laptops.
This is trivially obvious.
The next big SoC update (for desktop machines) was designed targeting TSMC N3, because common sense.
(You want to add features that depend on having more transistors, price per chip is less of a concern, and the timeline is flexible enough that you can take the risk of some delay.)
BUT TSMC N3 is being delayed. Unclear quite how much, but the general picture seems to be that volume production was expected to begin in perhaps September and it's being delayed by (let's hope only) about two months.
So Apple is stuck.
This is not a massive catastrophe in the sense that the overall strategy to some extent padded in this possibility: iPhones have not been hurt, and portables (iPads, MBA, low-end MBP) can of course use M2. If it's only a two-month delay, the rest will wait.
Some reshuffling *may* have occurred (or may be planned, leaking out as rumors that may or may not ever come true). Apple probably have a *plan* for a beefed up M2-based mac Mini (though my guess is that was originally planned for the N3 chip), and perhaps even for M2-Pro/Max based designs. Presumably those can be created "virtually" at just some engineer cost, with a plan in place to make the masks and start running the lines as soon as necessary.
Truth is, presumably TSMC are giving their best estimates as to time, Apple are running their best estimates as to cost and delay, and none of us outside know whether what we will actually see is the N3-based plan (hopefully shipping machines by say January) or the back-up plan (scramble to design an M2-Max/Pro, scramble to make the masks, scramble to fab the chips).