Re: Expect chip shortages into mid-2019...
The bigger the die, the great the chance of defects. AMD's strategy of many smaller dies has put pressure on Intel. They are now in a core count race, and losing. A 28 core 3.0 GHz monolithic die will have better performance than an AMD 28 core 3.0 GHz chiplet. But the AMD chiplet means they can sell a processor for significantly less and still make a handsome profit because of yields. Intel's monolithic chip will have ultra low yields; AMD's will have very high yields. Intel will have to go chiplet at some time.
Biting the hand that feeds IT
