More Buyers for AMD Due to Intel CPU Shortages, OEMs Unhappy

[Imsochobo]

We're talking about 7nm. There are only two 7nm foundries: TSMC and Samsung so your correction makes little sense. And it's very optimistic to expect chiplet designs when we aren't there yet. The rumors are about massive off-die LLC. However you're adding latency when moving things off-die even if they're in close proximity. So consumer designs where Samsung might make sense do not benefit from bandwidth and capacities as much - often low latency is better.

Off die memory access is already done today on TR and Epyc without any Huge concern, it will actually bring latency uniformity to all latencies except cross die L3 cache which will improve AMD's standing in the server space as it will operate with 100% shared memory rather than numa nodes. make it easier to optimize, consistent performance etc.
I see it as a very doable solution.

Latency is a concern and if so it might be a big seller for enterprise but less for gamers.

Lol, I though clever people should attach screenshots with prices from amazon, newegg, cu.de or whatever your local dealer is.

2700X is 329$ in us already. Waiting 350$ in couple of weeks

Prices have dropped well below MSRP in Norway on 2700X.
while 8700K is way up there now.

 

[TheTechGuy1337]

First off, I am a fan of both intel and amd. I want both companies competing because that leads to better tech and better prices. This is by no means good news imo. The last thing we want is one company dominating the other again. This leads to price hiking and lack of innovation. We saw intel dominate for the longest time, and we were stuck with quad cores for years. Do you really think AMD wouldn't have done the same thing if the tides were reversed? They are a business first. I hope intel gets their butt back in gear. They got lazy from the lack of competition. Either way, it is a great time to be a consumer at least for processors. Let's see how far red and blue push each other.


Now.....if only we could get those RAM prices back down....sigh

 

[UrbanCamper]

Was thinking about waiting for the 9900k. After looking at the rising costs of 8th gen, I wonder what crazy price the 9900k will be. I think I will give the 2700x a try. Today would be a good day to pull the trigger on it. $310. after promo code ending midnight.

 

[TheinsanegamerN]

Wait a moment......but AMD CPUs are also at a price rise.

So now AMD is being sold by intel prices, while Intel tries out ngreedia tactics. Well done, capitalism! Screw the competition, screw all regulating institutes! Lets completely milk the customers dry!

Ryzen 7 1700 is about $200. Where can i find a brand new i7 at $200? 2700 is $290. I7 is $350+.

BTW, the miracle of capitalism is, if you dont want it, you DONT HAVE TO BUY IT. Customers choose to pay the price if they feel it is appropriate. Just because you cannot afford it doesn't mean everybody is being milked.

Hell, this is the OPPOSITE of what you are crying about. there is actual competition in the CPU space, prices are coming down for the first time in years, and consumers are benefiting.

 

[Tomorrow]

First off, I am a fan of both intel and amd. I want both companies competing because that leads to better tech and better prices. This is by no means good news imo. The last thing we want is one company dominating the other again. This leads to price hiking and lack of innovation. We saw intel dominate for the longest time, and we were stuck with quad cores for years. Do you really think AMD wouldn't have done the same thing if the tides were reversed? They are a business first. I hope intel gets their butt back in gear. They got lazy from the lack of competition. Either way, it is a great time to be a consumer at least for processors. Let's see how far red and blue push each other.


Now.....if only we could get those RAM prices back down....sigh

I doubt AMD will dominate Intel any time soon because Intel is too big but Intel's misfortune's do help AMD claw back some much valuable market share.

Memory is not that difficult to produce. AMD could become major player in memory space today if they flooded the market with cheap DDR4. Manufactured at GloFo (because remember TSMC is at capacity and Samsung won't look kindly to someone manufacturing cheaper RAM at their foundry when they're trying to keep their cartel going. DDR4 does not need cutting edge manufacturing process either so GloFo's decision to not go past 14nm would not affect this.

Plus the upside would be AMD's ability to tune this DDR4 to work better for AM4 and TR4/SP3 platforms. I doubt they'll do it but it's an intresting idea to toy with i think.

 

[Hood]

Why should OEMs be unhappy? They love to sell crap PCs with slow CPUs, and the average buyer in Walmart or Best Buy doesn't know the difference. Last years, or even older APUs are dirt cheap and people are happy with anemic performance since they never had a decent PC.

 

[Robcostyle]

I want both companies competing because that leads to better tech and better prices.

Nope, dude, don't even think about it! (c) AMD, Intel and nGreedia

Ryzen 7 1700 is about $200. Where can i find a brand new i7 at $200? 2700 is $290 330$. I7 is $350+ >500$

BTW, the miracle of capitalism is, if you dont want it, you DONT HAVE TO BUY IT. Customers choose to pay the price if they feel it is appropriate. Just because you cannot afford it doesn't mean everybody is being milked.

Hell, this is the OPPOSITE of what you are crying about. there is actual competition in the CPU space, prices are coming down for the first time in years, and consumers are benefiting.

Hm, did you actually read the news? Prices are RISING, not dropping. And mostly for Intel, though AMD price rise is just ahead.
You're saying "competetion, price drop, etc.,etc...." You know, I felt myself much better with 2600K for 300$. And back then, AMD was only capable of producing dud FX series. And now we have competetion, great ryzens and iCores.....but I don't see competetive prices. 115x top of the line i7 is more and more expensive, despite everything, each year.

But I'm not talking about "progress is bad", no way - it's good, its great! 8 cores in mass market, 16 in HEDT...yeah, but on the other hand, somehow, customers must pay for these progress double price.

P.S. And yeah, you right - I don't have to buy it. Until I'll have drops to 1 FPS because my PC is complete wreck, and new one that is "minimum recomended" costs like brand new audi. That's what we'll have in a 5 years.

Anyway, I'm sorry, maybe the price rise isn't that much in EU, so you won't be able to understand my anger....but in my country prices took off at 80-110% height. G4900 costs like 100 euro now.....

 

[sprcorreia]

Recently I got a nice deal and grabbed a 1700x for 150 euros. I5 8400 is already above 200€ in Portugal, costing 50 euros more than a month ago.

 

[HammerOn1024]

Another foundry would require another tape out as the process would be different than the TSMC one. That was one reason AMD is not too upset by the Global Fountaries exit from 7 nm; they save money on the tape out.

Right now people are drawn to the AMD chips that are fabbed in Upstate NY. I don't think Zen 2 will reach client-segment before mid-2019, and by then TSMC 7 nm will go critical. AMD can always cannibalize its 7 nm GPU allocation to make more CPUs. I have a hunch that they'll seek out other 7 nm foundries as well.

 

[ironcerealbox]

Anybody here get in on the stock when it was at like $1.67 a few years ago?

I did, there was a brief moment in January of 2016 when I invested 10,000 shares at $1.82/share. I bought another $10,000 worth of shares later that year in July when it was $5.57/share. To this day, I think I got lucky - I weighed the research and risk. There were rumors about their new Zen architecture and putting 2 and 2 together, I figured their MCM design was the future until we get to 3D stacked or a new material.

 

[moob]

Lol, I though clever people should attach screenshots with prices from amazon, newegg, cu.de or whatever your local dealer is.

2700X is 329$ in us already. Waiting 350$ in couple of weeks

Yeah. No. http://www.microcenter.com/product/...-am4-boxed-processor-with-wraith-prism-cooler

It's been around that price since forever. Just because you keep saying prices are rising doesn't make it true.

 

[R0H1T]

I did, there was a brief moment in January of 2016 when I invested 10,000 shares at $1.82/share. I bought another $10,000 worth of shares later that year in July when it was $5.57/share. To this day, I think I got lucky - I weighed the research and risk. There were rumors about their new Zen architecture and putting 2 and 2 together, I figured their MCM design was the future until we get to 3D stacked or a new material.

So you're about a year or so away from being a $ millionaire, assuming the most optimistic of price targets for AMD pan out.

 

[ironcerealbox]

So you're about a year or so away from being a $ millionaire, assuming the most optimistic of price targets for AMD pan out.

Nah, it doesn't quite work out like that after capital gains taxes. But yeah, it's going to help with my both of my nieces' college funds (no kids on my end...thank gawd) and whatever else they'll need.

 

[Upgrayedd]

I did, there was a brief moment in January of 2016 when I invested 10,000 shares at $1.82/share. I bought another $10,000 worth of shares later that year in July when it was $5.57/share. To this day, I think I got lucky - I weighed the research and risk. There were rumors about their new Zen architecture and putting 2 and 2 together, I figured their MCM design was the future until we get to 3D stacked or a new material.

Righteous af m8. I was barely scraping by when it was down that low, I finally had some extra cash when it ran around $14 but it wasn't near as tempting as sub $2 lol.

Also Nvidia went from around $25 to $250 in that same time, the mining craze. And people say Nvidia doesn't make much selling consumer GPUs lol.

 

[Nephilim666]

Maybe someone somewhere will actually make some premium high end Ryzen laptops!

 

[Totally]

Next we're going to have an editorial with Dr. Su patting herself on the back while saying that it was a wise decision on AMD's part to be a node behind Intel.

Why should OEMs be unhappy? They love to sell crap PCs with slow CPUs, and the average buyer in Walmart or Best Buy doesn't know the difference. Last years, or even older APUs are dirt cheap and people are happy with anemic performance since they never had a decent PC.

Origin PC, Falcon Northwest, iBuypower, Digital Storm, Cyperpower etc. those OEMs?

 

[prtskg]

I doubt AMD will dominate Intel any time soon because Intel is too big but Intel's misfortune's do help AMD claw back some much valuable market share.

Memory is not that difficult to produce. AMD could become major player in memory space today if they flooded the market with cheap DDR4. Manufactured at GloFo (because remember TSMC is at capacity and Samsung won't look kindly to someone manufacturing cheaper RAM at their foundry when they're trying to keep their cartel going. DDR4 does not need cutting edge manufacturing process either so GloFo's decision to not go past 14nm would not affect this.

Plus the upside would be AMD's ability to tune this DDR4 to work better for AM4 and TR4/SP3 platforms. I doubt they'll do it but it's an intresting idea to toy with i think.

I doubt AMD has patents for it. I really hope for more players in DRAM market though. This DRAM cartel is keeping prices at annoying level.

 

[macxell]

You remember this slides? )

Poor Track Record, Inconsistent Supplier )

 

[svan71]

good to know, because I need and want upgrade and was entertaining idea about i9-9900k or i7-9700k and was like: "ok, I know Ryzen 2700X is and will be better value, but I will wait for these intel reviews and see how I feel about it" but now ( from all I red in last few weeks) - thx intel for making this choice much more clear and easy now . now the only question for my upgrade "problem" is: can I wait for Zen 2 (can we peak a Epyc benches soon and conclude something how good Zen 2 will be?) or to grab 2700X now?

You go 2700x now and sell it once the zen 2 arrives. Be sure to update bios when new zen chips and bios are available so your board will boot new chip. This is exactly what I did upgrading 1700x to 2700x. Be sure to get a good x470 board.

 

[kmetek]

my next system is AMD 100%