Stellar analysis of AMD’s current state.
TLDR, demand for EPYC and the potential revenue is too hard to ignore. AMD having gained some advantages over Intel in this space. Enough that the high end market is switching.
So the bulk of AMD’s production targets are shifting that way. Desktop CPUs and GPUs then have to contend with the leftovers. This does put paid to the idea that AMD were having problems with yields.
This isn’t necessarily a bad thing since it means AMD are in a stronger position and making use of it.
The down side is that for the consumer desktop, prices will remain high and CPU / GPU options short.