[sdwr]

The difference is whether chips with no defects get artificially binned.

In a competitive market, if you have a surplus of top-tier chips, you lower prices and make a little more $$ selling more power.

With a monopoly (customers are still yours next upgrade cycle), giving customers more power now sabotages your future revenue.

[kube-system]

I don't think anyone has ever gone to TSMC and said "hey we're short on our low end chips, can you lower your yields for a bit?"