Second assumption: Amd is not the highest bidder? what does that have to do with anything? You don’t have to be the highest bidder to get product out. AMD has been in bed with TSMC in 7nm and the only company making the bigger chips. You really think all those EPYC chips are not going to be at play? How do you know its not the demand from AMD at play here as well? From what I can tell zen 2 and navi seems to be selling out as soon as they hit shelves..
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