Re: The real reason they are running short on capacity
Cascade Lake Xeon (Purley refresh) is being produced right now - originally, we'd be on 10nm by now. However, since this did not happen Intel is left with a huge mess, they need to produce huge quantities of new Xeon SP for hyperscalers, clouds, etc. and all that on the same 14nm process as everything else. Tough.
Mind you, these Xeons are tough, since they are huge monolithic 28-core monster dies, so few chips per wafer + lots of possibilities for failure (of course, Intel does bin those failed chips as cheaper 18/22/24 cores, but still).