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  • Dotans - Wednesday, November 14, 2018 - link

    Something here is strange.
    In an elaborate market with two suppliers, one of them has capacity issue and the other one DEMAND issue?

    Does AMD has a secret capacity issue that no one wants to talk about?
  • evanh - Wednesday, November 14, 2018 - link

    WinTel duo still reins supreme. Like Windoze for the desktop, Intel is the assumed only choice by the masses. Well, the ones that don't just buy on price alone that is. And Intel is keeping it that way by lowering its prices, even without having the capacity to supply. M$ has done the same for corporates/governments that begin the move to Linux. Of course, no supply problem there.
  • timecop1818 - Wednesday, November 14, 2018 - link

    What a ridiculous and retarded post by a lunix fanatic.

    What the fuck does a worthless not used by anyone OS have to do with Intel not having manufacturing capacity?? Shaking my head.

    Go back to your parents basement and play with some systemd configuration files with vi. Stay out of adult conversations.
  • evanh - Wednesday, November 14, 2018 - link

    It's an illustration on how the free market works - to explain the lack of traction the Ryzen's are getting compared to the Core's. Same thing happened with the Athlon vs P4.
  • Samus - Thursday, November 15, 2018 - link

    AMD is having less publicized production issues as well. Although a different process (and in some cases a different fab) it's hard to forget about the GPU shortages that plagued H2-2017 through H1-2018.

    The reason you are seeing CPU shortages all around isn't because of a sudden spike in demand from a completely recovered PC industry (hah) but simply due to the complexity of manufacturing 14nm chips using current process and lithography. Intel only has ONE fab producing 14++ right now, and it is speculated AMD is having less than desirable yields on their high-end high-transistor chips.

    But there certainly is the Intel love fest to blame. There always is. But hey, realistically, if you were buying a mobile processor for anything but a 15"+ laptop would you really want something other than an 8th gen Intel? The i5-8250/8350 is a 15w part that is faster than almost every sub-65w AMD mobile and desktop part.
  • duploxxx - Thursday, November 15, 2018 - link

    this is exactly the reason of intel bias when you look at your own comment.

    stating that a 8250-8350 15w part is faster than almost any blabla sub65w amd part

    so full of shit....brainless posters no clue how to interprete benchmarks, go buy some more intel brand believing that everything is always better you just proved exactly what the original posters were mentioning.

    that is why they compare a R5 to the i7 8550 right..
    https://www.techspot.com/review/1545-amd-ryzen-5-2...
  • heffeque - Thursday, November 15, 2018 - link

    I love AMD, but Raven Ridge is really un-optimized (huge idle consumption, that's why you barely see any brands using them on their laptops), and driver support is... not very good. That's why I decided to go Intel for my laptop. And trust me, I really really tried to find a decent Raven Ridge laptop, but all brands had battery life problems with them.

    If I had to buy a plugged-in computer today, I'd definitely go AMD.

    Thing is: most computers bought nowadays are laptops, so AMD is still missing out in a huge market.

    Either they perform better on consumption levels for long battery life, or they'll still be very noncompetitive in half of the CPU market.
  • SleepyFE - Sunday, November 18, 2018 - link

    I would like to school anyone reading this. That was not an adult reaction. Also he missed the comparisons of Intel/AMD and Windows/Linux and just made nonsense connection between Intel and linux.
  • Dotans - Wednesday, November 14, 2018 - link

    No one is reducing prices in capacity constraints situation.
    The market demand for low-end systems it grater than supply so your comment make no sense.
  • evanh - Wednesday, November 14, 2018 - link

    I'm only stating what is history. Intel dropped their prices across the board markedly as each Zen part hit the streets.

    Presumably, demand for Intel parts has ramped up since.
  • evanh - Wednesday, November 14, 2018 - link

    The alternative is Intel has reduced production output. I didn't think this to be very likely though.
  • Samus - Thursday, November 15, 2018 - link

    Exactly. Intel has limited production on the 14++ node so naturally they are only going to tap high-end chips. They aren't going to just be nice and pop out $35 chips in place of $350 chips.
  • evanh - Thursday, November 15, 2018 - link

    Intel have been on 14 nm since 2014. Demand is what's changed, for sure.
  • Spunjji - Monday, November 19, 2018 - link

    They've also recently started selling things on tweaked versions of that node, plus all their forward capacity planning had them transitioning to 10nm long before now. You don't think that those two factors might have affected their output?
  • evanh - Monday, November 19, 2018 - link

    Why would they remove capacity of the top line that was and is in high demand? Especially when there is older facilities that could be upgraded/replaced instead. Or just keep adding new facilities.

    And it's bloody obvious that lowering the price tag incentivises more demand. Especially when that price has been sitting very high for at least the prior decade. Add that to the Intel-Only general mentality of "discerning" purchasers and supply becomes a sustained negative.
  • evanh - Thursday, November 15, 2018 - link

    And that comes down to Intel reducing prices to stop people from even considering AMD parts.
  • twtech - Friday, November 16, 2018 - link

    Yes, most people are going to continue to use Windows, because Linux doesn't care about users who aren't technical enough - or at least don't have the time/interest - to compile their own device drivers if necessary.

    So in the context of running Windows, and most workloads being single or lightly-threaded, the average home user cares the most about performance in that context - clockspeed and IPC. And for that, Intel is still king - for now, at least.
  • evanh - Friday, November 16, 2018 - link

    You'll note my reference to Linux was about corporate/government use.
  • limitedaccess - Wednesday, November 14, 2018 - link

    Where do you feel AMD has demand issues? Just in terms of the consumer line street prices are holding up both leading up to and post 9xxx launch in roughly similar markets. Whereas last year Ryzen first gen had fallen significantly compared to launch MSRPs.

    While there are two suppliers what they supply is not identical. As such substitution of one for the other is not completely seamless.

    Supply shortage is not just going to affect Intel purchases there is going to be a ripple affect.

    The PC enthusiast market over the last few years is going to have gone through RAM prices, NAND prices, GPU prices, CPU prices, and tariffs. Many international markets also had to deal with currency drop relative to USD. What a time!
  • CiccioB - Thursday, November 15, 2018 - link

    <blockquote>Where do you feel AMD has demand issues?</blockquote>
    From the quarter results.

    AMD on Q3 has had less revenues than Q2 (which is quite unusual) and it also stated that Q4 won't be so great. Their ASP prices are constantly decreasing, so they are their margins.
    If their products were to be so requested they would have not such numbers.

    Moreover, the shortages we are speaking about is something about 5 to 10%, which, if we believe Intel won't be able to satisfy in any way, are going to AMD. We are not speaking about Intel loosing 50% of the market because they can't produce enough chips. They are selling everything they produce (and working) and the production capacity hasn't reduced since last year.
    They just weren't able to catch up with an increase demand of chips (of the above reported to 10%).
  • limitedaccess - Thursday, November 15, 2018 - link

    Is AMD specifically differentiating between CPU and graphics? AMD's graphics side benefited from crypto mining demand which has collapsed. Their semi-custom business is also included in their overall outlook which would face different issues than the CPU side. I looked over their statement quickly just now and they specifically refer to higher ASPs for CPUs.

    Again as I mentioned AMD CPUs are not exact replacements for Intel CPUs. An Intel shortage can make AMDs offerings more desirable but there are other considerations. Whether it's sever customer, OEM producing laptops, or end user putting together a gaming PC it isn't as simple as just swapping in a Ryzen CPU for an Intel one and everything else can be exactly the same.
  • Spunjji - Monday, November 19, 2018 - link

    AMD's worsened financial results are very specifically attributable to a drop in demand for their GPUs.
  • s.yu - Saturday, November 17, 2018 - link

    "acceptance"? I don't think people who settle for i3 and i5 and passively cooled undervolted CPUs have a problem switching to AMD which has better integrated graphics anyway. If Intel's shortage is serious enough not to even be able to supply high end chips for the consumer market then that's another issue altogether.
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