Aparentemente o fim do suporte ao Win7 tem levado várias empresas a optar por renovar a frota, que é o que representa uma boa fatia dos OEM.
https://twitter.com/witeken/status/1202190489908371456ntel Bob Swan at Credit Suisse:
- Provided as scaling factors for 7nm and 5nm both '2.0'
-Confirmed that 14nm modem and increasing 14nm die sizes contributed to capacity issues
- Said 20% of capacity has been foundry, historically
-Still looking into partnerships for 3D NAND