I think you mean Occam’s Razor. AMD signaling responsibility is a simpler explanation as a “dunk” on Intel, them having a similar issue as Intel seems far too coincidental. They’re on completely different nodes, so there’s no reason their issues would be related.

So my take is that AMD thinks Intel’s fix is going to degrade performance significantly, so they want to wait to ensure their launch is as impactful as possible (bigger perf delta, more time to find hardware issues, etc). If AMD can show strength and reliability while Intel suffers, they could snap up much more market share (and improve product availability at launch).