Since we have absolutely no clues about yields (we don't even know on what exact process these thingies will be made), I find it very, let's call it courageous, to argue with wafer allocations.
General info about yields is available for 7nm. They will be made on 7nm or 7nm+, which is what the majority if not all of AMD's silicon will be fabbed on this year. A significant amount has been on 7nm for a while already for Ryzen 3000, Vega VII and Navi 5000.
He takes this into account.Last edited by EricHiggin - on 06 January 2020