Right, depends on the things AT mentioned, but also on execution: whether the the issues with 10nm are over (now that they've shipped some chips) or if they'll

Right, depends on the things AT mentioned, but also on execution: whether the the issues with 10nm are over (now that they've shipped some chips) or if they'll also slow the scale-up to server-sized dies. Intel moving to chiplets could certainly mitigate that risk some, with tradeoffs similar to the ones in EPYC.