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Intel has been having supply issue all year, to the point that it is and will have an effect on their bottom line. https://www.techspot.com/amp/news/82415-over

Intel has been having supply issue all year, to the point that it is and will have an effect on their bottom line. https://www.techspot.com/amp/news/82415-over-year-later-intel-cpu-shortage-expected-last.html https://www.techspot.com/amp/news/82415-over-year-later-inte... https://www.cnbc.com/2019/11/27/intel-chip-shortage-pulls-down-pc-makers-revenue-expectations.html https://www.cnbc.com/2019/11/27/intel-chip-shortage-pulls-do...

ksec 7y ago
That is the problem, AMD is not taking all the advantage of Intel's misstep. In that regards I think the Sales and Marketing department in AMD is no where near Intel's. I think it has to do with AMD being way too conservatives with their estimate and not booking enough 7nm Capacity. Now we know AWS is using those 7nm Capacity as well for AWS, and given Amazon has shown they intend to have all their SaaS running on their ARM CPU, I think their order are going to be big. Edit: One thing I forgot was It could also be GF's problem where they cant keep up with the I/O Die.