While it’s a fact that Intel has lost a lot of server market share to AMD, the above statement is patently false.
Say what?
Enabled by our IDM advantage, Ice Lake servers shipped more than 1 million units, equal to the amount we had shipped in the prior 3 quarters combined.”
3x crap volume = 3x crap volume.
Ice Lake-SP took forever and a day to get to market ,and months and months to reach volume, and they're still only shipping 1 million per quarter?!?!?
AND WHERE IS SAPPHIRE RAPIDS WHICH WAS THE WHOLE POINT
Look at your own cited numbers, over 80% of that volume was still 14nm, probably selling at a discount since its so old. And Intel is getting hammered on margins with their 10nm products from their own earnings reports.
Stop drinking the Kool-Aid.
edit: I will add, I'm surprised people are still buying so much Cascade Lake. Nobody seems to be able to replace Intel's 14nm volume. Even Intel!