[tutanchamun]

I think much of that will flow into their GPU department. They have the node advantage compared to Nvidia (TSMC 7nm vs. TSMC 12nm) but can only match Nvidia in power consumption and performance. Once Nvidia get's to 7nm with their new architecture they will increase the gap again (unless RDNA2 which is rumored for H1 2020 brings a big efficiency and performance improvement - and not only hardware accelerated RT).