Chuckle.
www.anandtech.com
So what Charlie is 'brilliantly' right about is that the MBA is not shipping in volume. Ordering it in the middle of a pandemic and getting an arrive date in the span of a week is something that isn't in any way representative of a volume product. ( currently the shipping time for a MBA is a couple days shorter than a Mac Pro. ... but yeah ... not a volume product. *cough* ).
Dell XPS 13. ... not a volume product either.
Lenovo C940 .. not a volume product
Some variants of Surface Laptop 3. ... not. volume product
HP Spectre. x360 2 in 1. ... not volume product.
That three of those were on Best Buy show room floors before the pandemic fully hit ... not a indication of volume. That will be > 4 10nm powered solutions on the show room floor when the closed stores reopen for customers again in upcoming weeks. Again supposedly representative that 10nm won't ship in volume at all.
Intel is keeping 14nm in production to fill a larger fraction of their overall orders. That just means the volume of 10nm is lower than 14nm. That doesn't mean that 10nm isn't shipping in volume. That latter is more so just trying to move the goal posts so can sprinkle "I'm infallible" spin on the situation.
Intel cancelled a 14nm Server part in the highly overlapping same space had a 10nm part ~6 months later . So if had canceled both the 14nm and 10nm part they'd have what? An even older 14nm part?
Intel is keeping the 14nm part in the 4 socket space. That gives a 3x multiple for every 4 socket system for additional 10nm wafers that can be used for single socket systems. Makes up completely incrementally lower yields, perhaps not, but it does cover a gap.
The volume of the MBA + Dell XPS 13 + several other laptops in that price zone is probably in the same ballpark as the number of. server CPUs shipped in the single socket space. Yes the die size is bigger, but the price point is higher too. ( so use more wafers but can pay for more wafers). Will Intel be about to almost print money with super fat profit margins? Probably not. Can Intel fab enough to hit orders? Not so conclusive from these "sky is falling" reports.
The base reality is that Intel does not have to hit PC mainstream , average selling price system's volume levels to service the volume of the core of the low socket count server market. If AMD takes incremental share.. then incrementally easier for Intel to cover what they have. If the global economy goes into recession and folks buy less. Easier still for a supposedly "too limited" volume level to actually work.
P.S. That there are packaging variants of a 10nm product is also yet another indicator of substantive volume. If "nobody" is buying it not too likely would put in extra work for another package variation.