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A comment on Intel can’t supply 14nm Xeons, HPE recommends AMD Epyc. Parent comment

Re:Intel can’t supply 14nm Xeons, HPE recommends AMD Epyc by ksec on Friday September 07, 2018 @05:35PM (#17937855)
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.

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Re:Intel can’t supply 14nm Xeons, HPE recommends AMD Epyc by DeepYogurt on Friday September 07, 2018 @09:57PM (#17938965)
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.
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