Bit of a disappointment, but not shocking if they're having supply issues. That coupled with the recent clock speed stuff makes me feel like its better safe than sorry. Good to hear some details about the next Threadripper. I was expecting them to wait for CES to announce them.
By the way... a good part of the TSMC line right now must be making chips for the next generation consoles, right? With AMD CPU and GPU.
I wouldn't say so. That'll probably start 1H of next year since they won't be out til fall (I think October, but more likely November, maybe late November almost December).
So we have TSMC at the minimum, doing the EPYC chiplets, the Ryzen 3000 chiplets, the Iphone 11 chips, and probably starting on the threadripper 3000 chiplets.
They look to be overwhelmed. I can wait a couple of months for the threadripper 3000 chips. I have 5 1950x's what need upgrading, and I need a 3950x to go in what used to be a complete 3900x system, thats now in an x370 motherboard, screaming a;long merrily at 1.2 vcore and 4100 mhz.
They have the previous Apple SoC, Snapdragon 855 (and 855+ or whatever the tweaked version is), Huawei's SoCs (last year's and one of this year's, as only one went to 7+). I don't know what process the next Qualcomm chip will be on (they might get lucky and can sneak past Apple, either 7+ or 6; I doubt it'd be the latter though as its just starting risk production early next year, so it'd push the big name phones back to like mid-year, Samsung could maybe go with Exynos; but I think the 855 entered production in December last year so I'd expect 7+).
I was pretty surprised that Apple didn't move to 7+, especially since they did "Pro" iPhones (where I would've expect them to maybe roll with the previous SoC for the XR level phone, but then do a higher end one for the Pro models; especially since they updated the iPad but didn't bother to update the SoC).
Shame that GF gave up, that likely would've at least been able to produce AMD's GPUs. Which, ouch, GPUs are gonna be a mess for probably another year. Also, the next gen consoles might be scarce for awhile.
Seems like Nvidia might've made a good deal if they got Samsung when they were desperate as TSMC production limitation will surely drive some demand over there.