Comment # 8 on bug 1143331 from Takashi Iwai

(In reply to Jochen Hansper from comment #7)
> Created attachment 812145 [details]
> diff of good and bad initrd
> 
> diff --brief --recursive good/ bad/

OK, the interesting bit here are:

Files good/lib/firmware/amdgpu/polaris10_k2_smc.bin and
bad/lib/firmware/amdgpu/polaris10_k2_smc.bin differ
Files good/lib/firmware/amdgpu/polaris10_k_mc.bin and
bad/lib/firmware/amdgpu/polaris10_k_mc.bin differ
....

These are AMDGPU firmware updates.

Only in good/lib/modules/4.12.14-lp151.28.10-default/kernel/drivers: nvme
Only in good/lib/modules/4.12.14-lp151.28.10-default/kernel/drivers/scsi: ufs

... and these are missing modules.

I don't know how the latter happens just with kernel-firmware update.
Is your machine with NVMe?  I thought it isn't.

If it's about AMDGPU, you can reproduce it easily by replacing
/lib/firmware/amdgpu/* files and rebuilding initrd.