The article is citing the SemiAccurate report directly. I actually read some of the SA authors other work on the topic, and he's done some detailed analysis. This one was interesting. https://seekingalpha.com/article/4181940-asian-aib-read-gpu-...

It seems he has been tracking the AIB monthly revenue data out of Taiwan as well as trying to reconcile 2017 numbers with what Nvidia/Amd have reported on mining.And in Nvidia's case he seems focused on the CEO attributing gaming revenue strength in q1 entirely to Fortnite/PUBG when gamers had virtually no access to cards. So, the way I read it is he took the SemiAccurate report as evidence that CEO has gotten it wrong, and that this explained the very vague 'not for a long time' comment at Computex.