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If the earnings bump is really driven by the Threadripper CPUs, then earnings mean very little as AMD cost are much higher due to much larger die and lower yields. For every $100 worth of CPU sold, Intel is making orders of magnitude more profit.



Threadripper is a multi-chip module composed of two Zeppelyn dies (the same 8-core die used in the desktop part). There is no larger die or lower yield problem. This is the whole value proposition of the Zen microarchitecture — high yields, low per-CPU costs, typical MCM drawbacks (high interdie latencies, duplicated functional blocks, etc).




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