AMD Ryzen 9 3950X Delayed to November, 24-core Threadripper 3000 Coming
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sverek
EPYC is where money at. Threadripper is just for kids to play with cores.
nizzen
rl66
rl66
ZXRaziel
What a Disappointment , I was looking forward to see the performace of the flagship CPU from AMD .
nizzen
Silva
AMD has been selling allot of chips
[spoiler]https://i.imgur.com/QXeCZO9.png [/spoiler]
I think it's normal, being TSMC the only fab making 7nm, that production is limited.
Plus, Apple makes the Iphone CPU at TSMC too.
Denial
https://fuse.wikichip.org/wp-content/uploads/2019/07/vlsi-2019-tsmc-n7-yield-2.jpg
Honestly dropping GF, which allowed them to shop the manufacturing out, is probably the best thing AMD did. I think that's regardless to AMD's economic status at the time.
The entire point is that the demand for 7nm raises the cost of that contract so AMD can't purchase enough.
Also TSMC itself said D0 for 7nm won't be equal to 16nm until the end of this year. So the yields are currently worse and have been especially during ramp:
sverek
HybOj
I think you guys rambling about the two top end CPUs of the line are either in low availability or in a 2nd case delayed a month are absolute minority of the customer base. Basic Ryzen 3k is for gaming mostly, and there, you can buy a overkill cpu already with 8c/16t with 4,5ghz boost its called 3800x. Avarage gamers will buy 3600 non x. Ofc in a web site like Guru3d it may appear "ppl are waiting" but honestly, its not the case. Ppl who want 3k ryzen in 95% of case have it, or can buy it.
Kaarme
mannix
Nothing unexpected, it was crystal clear from the beginning that a successful launch would have caused shortages almost immediately.
TSMC was under capacity in 1H19 due to many factors: Apple slumped sales which resulted in less orders (which probably gave a little more overcapacity to AMD, now it's gone), horrible manufacturing issues ("multiple issues in the past six months, including malware infections, the contamination of foundry processing chemicals that destroyed a significant number of wafers"), general semi industry slowdown (Trump's trade wars).
There's not Intel in the bunch but almost all hi-perf mobile SoC is made today with TSMC 7 process: Apple, Qualcomm, Mediatk, Hisilicon.
Now here's where it gets ugly and probably uglier in the very next future.
There I suspect (but I hope not) TSMC made another possible mistake.
Having yields issues and not enough orders in 2018 they started working and planning more on the 5 than 7/7c/7+ with volumes for 2020.
It does make sense in theory, why not? Let's shrink it again and finally use EUV like hotcakes! Better is better.
Well not really because they need the customers to have a good design that works at 5.
Otherwise it's going to start under load capacity and all the 7 will be under stress.
At this very moment AMD should be ramping up the 4xxx series with 7+ and EUV.
Is this happening? I'm not sure about that, bit worried about it.
Didn't see any press statement bragging about the higher than expected yields from a major firm as usual in the past.
Check the conservative forecasts here:
https://www.extremetech.com/computing/278742-tsmc-announces-first-euv-7nm-risk-production-5nm-tapeouts-in-q2-2019
It's anything official but it's well known the 7/7c processes will have less capacity next year.
The plan is to shift a huge part of the production to 7+/5 and reduce the throughput of 7/7c.
To avoid shortages in the next 2 years will be crucial they get working designs and be able to produce good yields.
Doesn't happen often, quite the opposite.
Everyone suffered setbacks and delays with EUV and so far only Samsung made tangible progress with good results.
For TSMC it's almost a green field, the 7c process seems more a dry run for the real thing with 7+.
There are so many things that can go wrong, like a catastrophic event in Tokyo's area which could delay EUV tools for months.
Or another employee plugging in a ransomware infected USB stick....
https://www.extremetech.com/computing/284456-tsmc-weak-2019-demand-but-5nm-set-for-2020-volume-manufacturing
https://www.extremetech.com/computing/274874-tsmc-coming-back-online-after-major-virus-issues
https://www.extremetech.com/computing/288917-report-tsmc-7nm-utilization-improves-on-orders-from-amd-hisilicon
moo100times
Aura89
Fender178
Aura89
slicer
So this 7nm shortage story is BS. Like I have said many times before. They are making enough of them, but they are not making them for Gamers as we are street-rats compared to those people who are paying 5x the money for server chip. Why sell it less for us. Just enough to make us want more. And today this news comes up:
https://www.guru3d.com/news-story/amd-delayed-ryzen-9-3950x-launch-due-to-unsatisfactory-clock-speeds.html
So yeah. This 7nm shortage is BS. Just typical AMD problems.
Like I said earlier. AMD overpromised and underdelivered.
Denial
D3M1G0D
slicer