They have their first taste of 70M unit per quarter 14nm self fabbed Modem for the next iPhone cycle. They were suppose to have 10nm online which should leave room for those 14nm orders. Since 10nm are delayed, Intel had to move some of their 14nm chipset back to 22nm. as well as limiting supply to some segment of 14nm chips.
And I wouldn't be surprised more customer are looking at EPYC anyway, every microcode update from Intel has resulted in % of performance lost, at this rate we will be back to Broadwell era soon.
Interesting. I would not have thought that competing contracts would have been an issue (and I guess intel didn't either). Many thanks for the insight.
And I wouldn't be surprised more customer are looking at EPYC anyway, every microcode update from Intel has resulted in % of performance lost, at this rate we will be back to Broadwell era soon.