I have a similar feeling on AMD not working hard enough on their sales. ( As discussed in some of my previous post how Intel is not dead and shown by both Intel and AMD's quarterly report )Fiiiiiiiiiiiiiiiiiiiiine
I still think AMD is slacking. Just because the competition is stumbling doesn't mean they can afford to be lazy. Maybe they pulled in more features (like TAGE for Zen2) for Zen3 so it won't sting so much once it shows up.
But I have a self serving reason that might explain this.
AMD has always planned Zen 3 to be their big year. Dr Lisa Su has said it many times where Zen 1 and Zen 2 were announced and prove to the market they can do it. Zen 3 will be the key. So they are taking their time to test it out rather than rushing it.
They have also learned their lessons with regards to Enterprise and HyperScaler. AWS as of this moment is *still* testing Zen 2 and not rolling out yet. ( No idea why all the engineers refuse to talk more about it )
So there are many lessons learned in Zen 2 in terms of execution. Hopefully they will do a lot better with Zen 3, along with much more 7nm capacity. The only problem is ASML has stopped shipping EUV machine for a few months now. That is basically the whole industry capacity set back by at least a quarter if not more.