Vague because... it's a news article not a judicial review
It's going to be mostly (d) all of the above. Apple, Nvidia, AMD, Qualcomm, Broadcom, MediaTek, Xilinx, Intel etc are going to be fighting over TSMC's leading edge and not-quite-so-leading-edge, and similar fabs.
Yes, microcontrollers aren't going to be on 7 or 5nm, they will be on something more chunky, though to me it appears these are either constrained too, to a degree, due to demand - or the things they are going into (cars, etc) are being held up because the control units need the aforementioned Qualcomm, MediaTek, Nvidia, etc chips that are in short supply.
Plus also the stuff mentioned in the article about rare earths and batteries.
In other words, supply chains and manufacturing are complex, with inter-dependencies and knock-on effects.
C.