Well this may be debatable of course. With all the tiers AMD has the demand is big and AMD might have problems to deliver.
You are right. The demand is a demand.
I don't think that is true. For starters I know that HP is ditching Intel in the desktop segment but not now. It will take time. We have been refused to buy HP desktops with Intel cause they have told us there will no longer be Intel. Although, it's not going to happen tomorrow, probably because HP has an agreement or a partnership contract with Intel and contracts must be kept till the expiration date. You don't burn bridges. iGPU isn't the problem here I think. Even if you have iGPU in a CPU there's still discrete card installed for higher tier laptops. What's the point for iGPU in a processor when you have a fully-fledged GPU? I don't think that is the problem here. Ongoing contracts and agreements are and HP (my example or any other company) doesn't want to screw things up with Intel.
I don't think AMD lose anything. Even if the margin would be higher it will still be higher. You don't seem to think in a longer term but up to today or tomorrow. You make it sound like people will buy AMD just this month and that's it. They will be selling processors and 3900X through all the year and people will buy it. Some of us will wait for the price to go down just like me. I won't run may ass off to the first store and buy 3900X now. I will wait and buy it later. I'm not in any rush for the CPU.
The other thing is. AMD might be trying to get 3900x and 3950x side by side when the second one is ready. That would boost AMD's sales exponentially when you get 2 high-end products to choose from.
You can say you may be right. The only fact that you and I know is AMD knows what to do. We don't know all the aspects why is it happening. You can only speculate. I'm speculating that they know what they are doing. Since we dont know all the aspects of the shortage You can't say that. AMD chose probably the best way to deal with this shortage. Maybe there were worse cases or it could end up even worse than now. You and I dont know this. What we can be sure of is AMD chose the best way for dealing with this situation possible for their resources.
Not precisely what you said. You said something totally different. You said you are surprised AMD hasn't started making 3900X from 3700 and 3800 chips. They dont have the same clocks so they can't. Please stop saying if they had the same clocks because they dont. 3900X has higher boost thus 3700X and 3800X chips can't be used. Stick to the facts will ya?
I don't think it is AMD's fault. To price a chip, there is more in the equation than simple AMD's price on the chip and nothin aside that. AMD is trying to get into the market and they offer very good chips with a lower price than Intel. Do you know why? Because they can and they will not resign from this advantage. Setting price higher for the chip will not bring more customers nor they could afford 7nm. They been planning this for over a year and you come up with something like AMD can't afford to manufacture processors in 7nm because the price for the chips is lower. That's laughable in my book. I wonder when you will say "AMD is losing money on any Ryzen chip production because they can't afford it". They had known they will be manufacturing with 7nm with TSMC long ago. They have anticipated this and put it into account. You guys need to learn that you dont know all the aspects of the industry and what agreements companies have with each other. They are not stupid since they have been in the market for so damn long and yet you still come up with so stupid conclusions. They are more than qualified and AMD knows what it's doing because it's still here and the Ryzen products are getting more speed than you know.
Diversify the line-up? Are you crazy? AMD needs to stay competitive with Intel. If they move to 14nm their products won't be competitive. What are you talking about?
Here
TSMC (TWSE: 2330, NYSE: TSM) today announced its net revenues for August 2019: On a consolidated basis, revenues for August 2019 were approximately NT$106.12 billion, an increase of 25.2 percent from July 2019 and an increase of 16.5 percent from August 2018. Revenues for January through August...
www.techpowerup.com
Read this revenue report from TSMC somebody posted. Tell me what is your conclusions please I really wanna know what you think of this.