Most of the current AMD offering, APU, GPU, and CPU is still being fabbed with GF 14nm, which I believe to be very limited in capacity. Once the next generation GPU ( Navi ) and CPU ( Zen 2 ) along with EPYC 2 moves to TSMC 7nm they should be able to flex their muscles a lot more.

I wished they have made the move earlier, like start of this year, but it is now all set for Q3.

Amd should probably keep production of whatever they think will sell +20% to account for whatever new Intel screwup is revealed.

Pure Speculation, judging from the slight delay ( 1Q ) in EPYC 2 introduction, my guess is that AMD wants the launch and fulfil all the demand of the big cloud provider ( AWS, Azure and Google ) while still have enough Chips for the rest of the market. The worst thing could happen is AMD announced their EPYC 2 and AWS getting all the stock with little left for other Channels.

I have high expectation but I trust Dr Lisa Su and her executive team. And Intel is currently having a new low in my book.