Oops, should have added both sources:
http://www.smarteranalyst.com/brief/advanced-micro-devices-amd-receives-a-buy-from-jefferies/amp/
and
https://seekingalpha.com/article/41...-amd-q2-2018-results-earnings-call-transcript
“We raise our 2019 EPS est and our price target following our meeting with management at our annual Chicago Summit. We have higher conviction that in 2H19, AMD will ship a server MPU with higher transistor density than INTC for the first time in recent history, if not ever. We see this as a foundational shift in competitive dynamics."
And from the earnings call transcript:
"So, Hans, on the timing of the 7-nanometer Ryzen, I would just keep it as it's after the 7-nanometer EPYC. So we'll launch 7-nanometer EPYC first."
They're launching with 7nm EPYC first, which is H2 2019, followed by consumer Ryzens probably not too far off. Which makes sense, data center is a much bigger & higher margin market than the consumer one and having a density advantage over Intel would be a pretty big advantage for AMD, they will most likely eat into Intel's data center marketshare.
Of course, part of this is not officially confirmed, so take it with a grain of salt.