News AMD says Intel's 'horrible product' is causing Ryzen 9 9800X3D shortages

[Gururu]

the most hilarious thing is intel has 4 warehouses FULL of unsold Arrow Lake CPUs. They're trying to take away manufacturing capability from Arm and AMD, because they can't really compete since arrow lake is a bugged to hell pile of crap with stability issues and extremely low price/performance ratios.

So you bought one and got duped. Sorry to hear.

 

[V8VENOM]

I have a lot of AMD stock and I must admit, I'm baffled at why AMD can't deliver these CPUs to a market that wants them?? I honestly don't get the strategy? Their "projections team" perhaps need better training or just don't understand markets. But as a stock holder, I'm certainly going to express my concern and was vocal in their 2024 meeting.

With that said, the "Blame Intel bad CPUs" wasn't mention in the virtual meeting I attended. Either way, projections for this sector should be based on what their products do ... NOT what the competitor products don't do ... BUSINESS 101.

 

[Gururu]

I have a lot of AMD stock and I must admit, I'm baffled at why AMD can't deliver these CPUs to a market that wants them?? I honestly don't get the strategy? Their "projections team" perhaps need better training or just don't understand markets. But as a stock holder, I'm certainly going to express my concern and was vocal in their 2024 meeting.

With that said, the "Blame Intel bad CPUs" wasn't mention in the virtual meeting I attended. Either way, projections for this sector should be based on what their products do ... NOT what the competitor products don't do ... BUSINESS 101.

Enthusiast sites certainly and accurately highlight the superiority of tech like this, but with the audience in mind. What the market wants, across all uses, is hard to establish. Every OEM showing at CES seemed to have equal if not more Intel solutions than AMD. I feel like OEM is ultimately where the money is since large organizations have grand contracts from the likes of Dell and others. Mature companies that are at leading edge don’t trash talk the others. It was kind of strange and definitely unprofessional. It remains arguable if gaming prowess alone is going to put these CPUs in systems intended for business.

 

[spongiemaster]

I have a lot of AMD stock and I must admit, I'm baffled at why AMD can't deliver these CPUs to a market that wants them?? I honestly don't get the strategy? Their "projections team" perhaps need better training or just don't understand markets. But as a stock holder, I'm certainly going to express my concern and was vocal in their 2024 meeting.

With that said, the "Blame Intel bad CPUs" wasn't mention in the virtual meeting I attended. Either way, projections for this sector should be based on what their products do ... NOT what the competitor products don't do ... BUSINESS 101.

It's pretty simple. AMD doesn't make X3D chiplets. They make Epyc chiplets. If those don't make the grade, then they become Ryzens. The only way to increase production would be to increase the defect rate which is never the goal. AMD has no interest in selling a gamer a $450 9800X3D when that chiplet can be put in a $10k Epyc CPU and sold to enterprise customers. Gamers don't matter to these companies. We're at the bottom of the totem pole for all the big 3. It's why Nvidia has so many AI features in their gaming cards now, because that's what the business world wants and Nvidia using the same GPU's for the A series professional cards. It's why Intel has no interest in competing with the X3D and have made no effort to use the technology even though they could license it from TSMC just as AMD does. And it's why AMD doesn't produce more X3D CPU's. It doesn't make financial sense to any of these companies to produce gamer only hardware. Gamers don't keep the lights on at any of these companies.

 

[Loadedaxe]

Spongie hit it on the head.
Intel didnt need to compete with the X3D...AMD had to use Epyc chiplets that didnt make the cut for these chips to compete with Intel up until late.

AMD needs some Epyc chiplets that dont make the cut to use for X3D. It make no sense to waste good silicone for X3D when they get more from Epycs.
This is why there is not a plethora of availability for X3D

 

[User of Computers]

I hope this explains why Nvidia became rich from gaming.

They didn't. Nvidia got their start in gaming, but the vast vast majority of their rev is from data center and GPGPU/compute GPUs.

 

[User of Computers]

It's why Intel has no interest in competing with the X3D and have made no effort to use the technology even though they could license it from TSMC just as AMD does.

AMD designed their own cache chiplet. Intel could do the same, but they would need to make designs that would work with it. Intel has advanced packaging that would allow them to do something similar, without using TSMC.

 

[derekullo]

I have a lot of AMD stock and I must admit, I'm baffled at why AMD can't deliver these CPUs to a market that wants them?? I honestly don't get the strategy? Their "projections team" perhaps need better training or just don't understand markets. But as a stock holder, I'm certainly going to express my concern and was vocal in their 2024 meeting.

With that said, the "Blame Intel bad CPUs" wasn't mention in the virtual meeting I attended. Either way, projections for this sector should be based on what their products do ... NOT what the competitor products don't do ... BUSINESS 101.

I doubt not delivering finished CPUs sitting on a shelf is their strategy.
https://www.galaxus.de/en/page/how-...-weve-sold-have-been-reported-as-faulty-34222
Not the most up to date chart but it's possible 3D V-Cache chips are prone to manufacturing defects which would slow production as defective models are tossed out or repurposed as other models.

 

[V8VENOM]

It was kind of strange and definitely unprofessional. It remains arguable if gaming prowess alone is going to put these CPUs in systems intended for business.

Not sure about other companies, but most of our server CPUs are AMD based (28,000 employees). As for desktop/laptops (most employees have laptops with docking stations) they’re about a 50/50 mix and new orders are AMD due to Intel’s 13/14 series problems.

 

[helper800]

Not sure about other companies, but most of our server CPUs are AMD based (28,000 employees). As for desktop/laptops (most employees have laptops with docking stations) they’re about a 50/50 mix and new orders are AMD due to Intel’s 13/14 series problems.

Can you say who you work for? I'm just curious.

 

[V8VENOM]

Not the most up to date chart but it's possible 3D V-Cache chips are prone to manufacturing defects

Your link took me to Intel’s 13/14 gen problems? Was expecting it to take me to information of 3D V-Cache defects? I haven’t heard anything about difficulties (beyond normal) for 3D V-Cache manufacturing? At least not in any stock holder meetings. Intel’s is certainly a much larger company with 115,000 employees vs. AMD 26,000 employees, but AMD has increased employee count by 4% whereas Intel have reduced employee count by 5.3% (probably more for recent 2024/2025 data).

With product/revenue projections, AMD should have been fully aware of “demand” for 3D V-Cache … maybe they are having low yields with 3D V-cache but I haven’t seen it reported anywhere?

I have a couple of 12th gen Intel’s but I never bought any 13 or 14th gen because the performance delta just wasn’t significant enough. However, going from AMD 5950X to 7950X3D and I had real gains as high as 23% when combined with the correct RAM (AMD are very RAM sensitive). I have a 9950X and it showed modest gains over 7950X. Waiting for release of the 9950X3D but sadly 3D V-cache will be once again on just one CCD.

BTW, not really talking about out gaming, most of my usage is software development via MS Visual Studio 2022 and video/audio creation/rendering (DaVinci Resolve, 3DSMax, Topaz Video AI, Cubase). I do some gaming, but it’s a very small part of my daily activity.

Anyway, overall, AMD have delivered much more than Intel and have enjoyed far fewer major problems like Intel, so I’m still puzzled at why AMD stock prices haven’t panned out?

 

[derekullo]

Your link took me to Intel’s 13/14 gen problems? Was expecting it to take me to information of 3D V-Cache defects? I haven’t heard anything about difficulties (beyond normal) for 3D V-Cache manufacturing? At least not in any stock holder meetings. Intel’s is certainly a much larger company with 115,000 employees vs. AMD 26,000 employees, but AMD has increased employee count by 4% whereas Intel have reduced employee count by 5.3% (probably more for recent 2024/2025 data).

With product/revenue projections, AMD should have been fully aware of “demand” for 3D V-Cache … maybe they are having low yields with 3D V-cache but I haven’t seen it reported anywhere?

I have a couple of 12th gen Intel’s but I never bought any 13 or 14th gen because the performance delta just wasn’t significant enough. However, going from AMD 5950X to 7950X3D and I had real gains as high as 23% when combined with the correct RAM (AMD are very RAM sensitive). I have a 9950X and it showed modest gains over 7950X. Waiting for release of the 9950X3D but sadly 3D V-cache will be once again on just one CCD.

BTW, not really talking about out gaming, most of my usage is software development via MS Visual Studio 2022 and video/audio creation/rendering (DaVinci Resolve, 3DSMax, Topaz Video AI, Cubase). I do some gaming, but it’s a very small part of my daily activity.

Anyway, overall, AMD have delivered much more than Intel and have enjoyed far fewer major problems like Intel, so I’m still puzzled at why AMD stock prices haven’t panned out?

Scroll down the page a little.
"Percentage of AMD CPUs reported faulty"
It mentions the increase reported faulty rates of the 7000 and 5000 series V-Cache chips.
Not the latest 9000 series V-Cache chips but I'm assuming the increased failure rates would carry over.

In addition, AMD famously or infamously doesn't manufacture its own chips and instead relies on TSMC.
Any issue with V-Cache chip production would very likely be TSMC's responsibility, barring any contracts saying otherwise.

 

[V8VENOM]

Well, I guess I better hope people wake up and smell the AMD coffee and AMD need to but pressure on TSMC … at least they have US fabs up and running now. Still going to hang onto my AMD stock, they seem to “have a direction” whereas Intel seem “lost”.

 

[beyondlogic]

now if amd can keep there track record going on cpu side please for love of god dont screw it up by getting a inflated head.

focus on drivers on the gpu side.

 

[V8VENOM]

Agree, AMD need to get comfy with Microsoft so they get the same kinda of “special” consideration Intel received for eCores.

 

[spongiemaster]

Agree, AMD need to get comfy with Microsoft so they get the same kinda of “special” consideration Intel received for eCores.

Intel doesn't have any special relationship with Microsoft. When Alder Lake was released, Intel released their own driver to address scheduling issues rather than wait for Microsoft to do something. AMD has never learned that software is just as important as hardware. Software development is expensive, and that's where AMD has chosen to cut corners vs the competition.

 

[V8VENOM]

Intel released their own driver to address scheduling issues rather than wait for Microsoft to do something. AMD has never learned that software is just as important as hardware.

Don't agree with that. AMD nor Intel control kernel-level process of managing threads (aka the dispatcher) ... if that were the case, AMD and Intel would be able to do all kinds an special overrides to try and handicap each other.

Are you referring to "Intel Thread Director", if so that provides "feedback" to the OS in the hope it makes the optimal decision for the workload ... see reference here. The OS is still very much in charge and Microsoft worked with Intel to ensure the OS was doing what they asked. AMD work with Microsoft just as much as Intel, but for some reason Microsoft didn't understand how to make the OS work correctly with AMD or it was an honest mistake or AMD got lower priority for internal resources that could affect the change needed.

But agree, one can't technically say "special relationship", perhaps a better description is Microsoft understand Intel better than they do AMD? It would be very difficult to prove favoritism, not impossible, just difficult.

 

[spongiemaster]

Don't agree with that. AMD nor Intel control kernel-level process of managing threads (aka the dispatcher) ... if that were the case, AMD and Intel would be able to do all kinds an special overrides to try and handicap each other.

Are you referring to "Intel Thread Director", if so that provides "feedback" to the OS in the hope it makes the optimal decision for the workload ... see reference here. The OS is still very much in charge and Microsoft worked with Intel to ensure the OS was doing what they asked. AMD work with Microsoft just as much as Intel, but for some reason Microsoft didn't understand how to make the OS work correctly with AMD or it was an honest mistake or AMD got lower priority for internal resources that could affect the change needed.

But agree, one can't technically say "special relationship", perhaps a better description is Microsoft understand Intel better than they do AMD? It would be very difficult to prove favoritism, not impossible, just difficult.

The OS does get the final say on where a tread goes. However, you think Intel developed Thread Director if it didn't actually do anything? Intel did all the work, all MS has to do is tell the scheduler to listen to what Intel is recommending. It's the same concept with boost algorithms. Windows has no idea which cores are the best cores that low thread workloads should be sent to for the highest boost clocks as they will be different depending on the CPU. The CPU stores that information and communicates it to the operating system.

 

[V8VENOM]

However, you think Intel developed Thread Director if it didn't actually do anything?

No, but I didn’t suggest that? Either way, it’s on Microsoft to work with Intel and AMD and Microsoft do seem to work better with Intel.