Re: AMD angle
"12,000 CPUs keep the fabs busy for how long?"
Likely around 3 months from start to finish...
But that would be the case whether you run 12000 CPU's (likely 200 wafers @500 chiplets/wafer after defects and a few more 14nm wafers for the IO dies) or full capacity at 1500 wafers/day/fab (estimated TSMC 7FF production)