Question Did AMD stop making CPUs?

[moonbogg]

Serious question. I'm thinking something happened and they just stopped making them. They are all GONE everywhere. Not a single one to be found that isn't from a scalper. I've never seen this before from any CPU release. It has to be either 100% COVID related or they just decided to get out of the CPU game and make T-shirts instead. I don't buy this "derp demand" argument for a second. This spoiled 1st world baby wants his damn bottle and he wants it NOW!

 

[KompuKare]

Priority right now is OEM, Enterprise, Consoles and consumer last.

I think that should read: priority right now is console, console, console, enterprise and OEM (mainly laptop).

Since Sony and Microsoft sold 4.5 million PS5 and 3.5million Xbox (no indication of the X / S splt yet), all reports seem to indicate that roughly 80% of all of AMD's TSMC wafers over the last six months were used for consoles.

One report says that AMD shipped over a million Zen3 which seems better than the stock situation would indicate but since Zen3 CCDs are only just over 80mm², while the consoles are over 300mm² then those 1 million required about 1,500 wafers while the 4.5 million PS5 alone required around 35,000 wafers (probably more since Sony's decision to raise clocks at the last minute probably resulted in lots of functional dies not being usable due to not being able to hit those speeds).

 

[therealmongo]

Kocicak has bought them all, but don't worry, once he sends them all back you can get them at a slightly higher price as sloppy seconds

 

[B-Riz]

I'm probably going to get a 10700K instead. Only $350 and good enough. Screw it.

EDIT: OMG I just reserved a 10700K at Microcenter for $280! $300 out the door. Wow that's a lot better than almost $500 for similar performance. Whew! This poor man shall rejoice.

I almost sold myself on a 10850K until Zen3 is easily gotten, but X570 with PCIE4 and super fast NVME's is great, Intel just dropped the ball on storage for Z490.

 

[B-Riz]

I think that should read: priority right now is console, console, console, enterprise and OEM (mainly laptop).

Since Sony and Microsoft sold 4.5 million PS5 and 3.5million Xbox (no indication of the X / S splt yet), all reports seem to indicate that roughly 80% of all of AMD's TSMC wafers over the last six months were used for consoles.

One report says that AMD shipped over a million Zen3 which seems better than the stock situation would indicate but since Zen3 CCDs are only just over 80mm², while the consoles are over 300mm² then those 1 million required about 1,500 wafers while the 4.5 million PS5 alone required around 35,000 wafers (probably more since Sony's decision to raise clocks at the last minute probably resulted in lots of functional dies not being usable due to not being able to hit those speeds).

I think priority as we think it is a myth, products are developed years in advance, and manufacturing is guesstimated, all the production stuffs are hashed out years in advance and put in contracts, there was no way they could have known, and then adjusted for in a few months, the "selling everything we made Zen3 desktop CPU demand".

If console chip wafers are "taking" cpus from PC builders, it is a by product of a high level contract that says they get priority if needed.

 

[Thunder 57]

A few nights ago B&H had 5800X at MSRP. I almost impulse bought. Then I checked Amazon and they had three (3!) 5600X's for $385. Again I wanted to buy one, but $85 is too much to justify. And those were legit Amazon inventory, not Joe Sixpack.

 

[moonbogg]

A few nights ago B&H had 5800X at MSRP. I almost impulse bought. Then I checked Amazon and they had three (3!) 5600X's for $385. Again I wanted to buy one, but $85 is too much to justify. And those were legit Amazon inventory, not Joe Sixpack.

Yeah I saw the 5600X at that price on Amazon. I decided against it. I know it's fast, but I've had 6 cores forever and wanted 8. I didn't want to spend over MSRP either. $400 out the door for another 6 core just wasn't happening for me.

 

[IndyColtsFan]

I gave up on the hobby for the most part and will ride my 8700k as long as I have to. The lack of supply and scalping is ridiculous and I’m over it. I’ve got my hopes pinned on Rocket Lake but it will probably be scalped to death as well.

 

[DrMrLordX]

I’ve got my hopes pinned on Rocket Lake but it will probably be scalped to death as well.

Supply/demand is a thing. If demand is low and supply is high, scalping won't happen. It really comes down to how many wafers Intel is willing to spend on Rocket Lake-S and how many of each SKU they can/will bin by launch. If they continue to spend most of their 14nm capacity on Xeons and parts destined for OEM machines (which is basically why 9900K, 9900KS, and 10900K parts were hard to come by) then yeah, scalping may happen for awhile. But even Intel's best 14nm parts haven't seen the kind of demand vortex sucking up AMD's Vermeer parts. You could get a 9900k @ MSRP maybe a month out from launch back in 2018. 10900k and 9900KS were harder to get, but at least with the 10900k, you can get one today for $16 over MSRP (not counting the $444 10900k at Best Buy which is sold out). I suspect it will overall be easier to get an 11900k than a 5900X or 5950X.

 

[UNCjigga]

A brand that at one time was like 90% enthusiast driven finally has OEM channel demand. That and fab/wafer scarcity amidst an ongoing pandemic when everyone is upgrading their desktop rigs and well... this is what we get. If Intel had actually launched a new design and process node in the last five years, I’m sure they’d have more shortages in retail too.

 

[aigomorla]

i find it hilarious that more then 50% of the poll thinks AMD should ship mooondog a 5800X directly..
Maybe someone from AMD marketing can watch this thread and make it happen to make this a epic thread.

 

[amd6502]

7nm shortage is understandable, but I am very very dissapoint in them apparently dropping the ball on any meaningful production of its 12nm products. 3200g/3400g and RX-5xx essentially vanished for no reason; even 3000g in short supply.

 

[blckgrffn]

@moonbogg - Firstly, I voted for a direct shipment to you.

Secondly, I've made the same decision for recent builds - if not full on prebuilt to get a GPU - lately. I actually used several $200 9700K CPUs (lots of bang for the buck imo) from Microcenter, but now I am thinking 10th gen minimum but I am really interested in seeing what 11th gen does to A) 10th gen last stand pricing (thinking $200 10700k? $300 10850k? maybe? MC could do it!) and B) What if there is an 8 core RKL option @ $350? Should be interesting

 

[IndyColtsFan]

Supply/demand is a thing. If demand is low and supply is high, scalping won't happen. It really comes down to how many wafers Intel is willing to spend on Rocket Lake-S and how many of each SKU they can/will bin by launch. If they continue to spend most of their 14nm capacity on Xeons and parts destined for OEM machines (which is basically why 9900K, 9900KS, and 10900K parts were hard to come by) then yeah, scalping may happen for awhile. But even Intel's best 14nm parts haven't seen the kind of demand vortex sucking up AMD's Vermeer parts. You could get a 9900k @ MSRP maybe a month out from launch back in 2018. 10900k and 9900KS were harder to get, but at least with the 10900k, you can get one today for $16 over MSRP (not counting the $444 10900k at Best Buy which is sold out). I suspect it will overall be easier to get an 11900k than a 5900X or 5950X.

That's what I'm thinking - the 11900K will be easier to find than the AMD stuff. Of course that still doesn't address the video card issues, but it's a start.

 

[moonbogg]

i find it hilarious that more then 50% of the poll thinks AMD should ship mooondog a 5800X directly..
Maybe someone from AMD marketing can watch this thread and make it happen to make this a epic thread.

That would be quite an epic turn of events if they shipped me one. I'm sure there's some policy against that. Besides, I'm not sure the laws of nature allow something as awesome as that to actually occur. My last AMD CPU was an Athlon 64 FX-57 and it was nothing but AMD before that basically.
Regarding the poll, the truth is 100% of people voted to have a chip shipped directly to me.

Option 1: ship to moonbogg
Option 2: option 1
Option 3: option 2

So, if AMD is watching, the people have spoked!

-Bogg out.

 

[Shmee]

I will be selling my 5800X when/if I finally get the 5900X preorder in. Sounds like you already got the 10700k though, so I hope that works out well enough.

 

[teejee]

7nm shortage is understandable, but I am very very dissapoint in them apparently dropping the ball on any meaningful production of its 12nm products. 3200g/3400g and RX-5xx essentially vanished for no reason; even 3000g in short supply.

GF 12nm is also used for OEM's (especially laptops) and for the IO die in high-end desktop and server.
So the capacity is of course used to full extent, AMD is not stupid. But they are prioritizing OEM contracts now when demand became higher than expected.

 

[Kuiva maa]

You can do what europeans do and place an order. I haven't got a single hardware day one piece in the last 5 years that i did not have to wait weeks to receive.It most definitely is worse these days but i only had to place an order and wait. I ordered on day one a 5900X, a Strix 6800XT LC and a PS5 in Finland. Took me 2 weeks for the CPU, 10 weeks for the GPU and more than 4 months have passed since i ordered the console and it is still not here.

 

[B-Riz]

Supply/demand is a thing. If demand is low and supply is high, scalping won't happen. It really comes down to how many wafers Intel is willing to spend on Rocket Lake-S and how many of each SKU they can/will bin by launch. If they continue to spend most of their 14nm capacity on Xeons and parts destined for OEM machines (which is basically why 9900K, 9900KS, and 10900K parts were hard to come by) then yeah, scalping may happen for awhile. But even Intel's best 14nm parts haven't seen the kind of demand vortex sucking up AMD's Vermeer parts. You could get a 9900k @ MSRP maybe a month out from launch back in 2018. 10900k and 9900KS were harder to get, but at least with the 10900k, you can get one today for $16 over MSRP (not counting the $444 10900k at Best Buy which is sold out). I suspect it will overall be easier to get an 11900k than a 5900X or 5950X.

I feel like the 11900K is going to be like the 5775C; a product that exists just so Intel can say they released something.

Intel® Core™ i7-5775C Processor (6M Cache, up to 3.70 GHz) Product Specifications

Intel® Core™ i7-5775C Processor (6M Cache, up to 3.70 GHz) quick reference guide including specifications, features, pricing, compatibility, design documentation, ordering codes, spec codes and more.

ark.intel.com

 

[PingSpike]

I'm probably going to get a 10700K instead. Only $350 and good enough. Screw it.

EDIT: OMG I just reserved a 10700K at Microcenter for $280! $300 out the door. Wow that's a lot better than almost $500 for similar performance. Whew! This poor man shall rejoice.

Yeah, its kind of hard to get excited about the AMD chips right now. They're great chips, a bit better than the Intel ones...quite a bit if you're talking about power consumption. But they're more expensive and you can't even find the damn things. Meanwhile, crusty Intel stuff is available and on sale.

Its unfortunate for AMD since the tide is with them it seems but they need to have product available to buy to grab a lot of marketshare. I'm of the opinion that AMD introduced the 3600XT and introduced the 5000 series with increased prices because they knew they weren't going to have the supply so they might as well make more money off what they did sell.

The video card market is more concerning though. There isn't a bunch of Intel stuff to buy as a second choice and its getting blasted by miners again.

 

[gk1951]

moonbogg, what mb are you using with the 10700?

I'm waiting on an Alphacool waterblock I ordered for my RX6800 so my AMD rig can be totally under water (5900x cpu is using an Optimus wb)

Have a Corsair XR7-480 thick rad and a Magicool 360 thin rad with an EK D5 Pump/res combo all housed in a Fractal Define 7XL case (big).

Is your GTX 1080TI under water?

 

[PingSpike]

GF 12nm is also used for OEM's (especially laptops) and for the IO die in high-end desktop and server.
So the capacity is of course used to full extent, AMD is not stupid. But they are prioritizing OEM contracts now when demand became higher than expected.

It really seems like the IO dies shouldn't eat up all the capacity to me. I mean, Zen1 and + used nothing but GF AND their IO dies. But I'd guess AMD just might be selling that much more. I also wonder if GF just has other contracts with other customers. They seem to be a good choice for all those car components that are apparently all missing for instance.

 

[moonbogg]

moonbogg, what mb are you using with the 10700?

I'm waiting on an Alphacool waterblock I ordered for my RX6800 so my AMD rig can be totally under water (5900x cpu is using an Optimus wb)

Have a Corsair XR7-480 thick rad and a Magicool 360 thin rad with an EK D5 Pump/res combo all housed in a Fractal Define 7XL case (big).

Is your GTX 1080TI under water?

MSI Gaming Carbon Z490 with an EK Velocity block on the way. Yes, the 1080Ti is under water and at 2088mhz.

 

[fleshconsumed]

It seems like Microcenter got Zen3 shipments, my local MC has 25+ each of 5900x and 5950x in stock. Other microcenters also have them in stock. Hopefully it's a sign of good things to come. No hope for GPU market however, that one is f'ed for a long long time.