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AMD’s Entire Ryzen 9 3950X 16 Core CPU Inventory Sold Out in Japan
- whymauri 7y agoI'm not surprised. The Ryzen line is the best line of consumer CPUs I've seen since Sandy Bridge.
- goatherders 7y agoThe way your sentence reads is that Sandy Bridge is better. I suspect you mean that the advancement with this generation is as significant as any since sandy bridge. Can you clarify?
- dastbe 7y agoIMO it was clear to me that they mean in terms of value.
- ekoutanov 7y agoI'm pretty sure it meant better in terms of a step change. :) Not outright better than Sandy Bridge.
- goatherders 7y agoLove HN - 4 downvotes for asking someone to clarify a comment. Dont ever change...
- paulie_a 7y agoSandy bridge was junk
- VMG 7y agowhy isn't it priced higher then?
- GaryNumanVevo 7y agogenerally to gain back market share
- missosoup 7y agoYour ability to gain market share ends when supply ends. If the demand is exceeding AMDs manufacturing capacity, then they should have priced higher or need to increase manufacturing capacity in order to actualize the potential market share to be gained.
- mattigames 7y agoExcept if you want to be known for being as the cheaper option and not just thinking about short-term profits; even if it takes a little delay to actually get the supply needed to satisfy the demand.
- leoh 7y agoWhat? Increase price to lower demand so they have a lower market share than they do now so they can have a higher market share later?
- missosoup 7y agoIf they're supply-limited, they can increase price all the way until demand falls to meet supply. Selling widgets priced below the equilibrium point achieves nothing for capturing market share, it just loses potential revenue. I.e. if they can only manufacture 1000 widgets, but 10,000 people want to buy one at the given price point, the gained market share is still only 1000 individuals. The number of people who want one but can't get one due to lack of supply is not market share. Temporary under-pricing might be a valid strategy if AMD is planning to ramp up manufacturing capacity, but comments further down in this thread suggest they lack the fabs to do that.
- imtringued 7y ago
- shmerl 7y agoRyzen 9 series seem to be sold out pretty quickly everywhere. They go like hot cakes. Same thing happened with Ryzen 9 3900X after release. Only relatively recently it became easier to buy it, and it's still often sold out.
- ekoutanov 7y agoAMD now reminds me of their Athlon/K7 glory days
- equasar 7y agoI hope AMD doesn't slow down on the performance side with their 3rd generation of Zen. I want to get a new laptop next year and I hope it comes with a good mobile Ryzen processor with Thunderbolt support.
- toast0 7y agoAMDs mobile and APU line is generally about a year behind desktop, so expect to see Zen 2 cores in mobile mid 2020, numbered as Ryzen 4xxx. Zen 2 combined with much better than intel integrated GPU is likely going to make a very nice dent in marketshare, unless Intel pulls a rabbit out of their hat.
- deleted 7y ago[deleted]
- chx 7y agoThere are no rabbits in the hat until late 2021 when 7nm comes to market. The 10nm process is completely broken. Watch how the majority of the roadmap is still on 14nm into 2021, there never will be a desktop 10nm for example. The Rocket Lake desktop chips in 2021 still on 14nm will drop down to eight cores to cram the new GPU architecture into desktop chips at a truly ridiculous 125 W. The Ryzen 9 3900 today does 65W w/ 12 cores and and you can easily squeeze in a 1650 into the remaining 60W.
- toast0 7y agoWell from that roadmap, I see 6 core Comet Lake U (high end mobile) set for Q2 2020; we don't know how many cores AMD is planning for Zen2 mobile. If AMD sticks to 4, and Intel has 6, that's going to swing some buyers. The (leaked) Intel roadmaps tend to have more specifics than the AMD ones though.
- chx 7y agoIt's still 14nm, even the quad core KLR chips were a minor miracle and only brought 25-30% from the dual core KBL.
- umvi 7y agoI picked up a Ryzen 7 2700X for $159 on Black Friday. Unbelievable cost:power ratio
- hurrdurr2 7y agoI'm running a Ryzen 5 2600X in my new pc. 12 threads running at 4 GHz for 150 tax included is just too good to pass up.
- hourislate 7y agoMicroCenter had the Ryzen 7 2700x for $129 and the Asus ROG Strix B450 Gaming Board for $79 today. I picked that up and some G.Skill 3600 DDR4 fir $59. They were killing it today.
- hurrdurr2 7y agoDamn those are fantastic prices. Wish we had a micro center around here...
- thawaway1837 7y agoIt feels like it’s cheaper to buy a Ryzen and a new motherboard than to get an equivalent Intel chip at the $200 price level. I’ve been wanting to upgrade my Intel based CPU but these prices have me thinking about just going with AMD itself.
- palidanx 7y agodo you have the link to the b450 gaming board and the ram?
- hourislate 7y agoIt was a Black Friday special.
- zmonkeyz 7y agoI miss Atlanta.
- puranjay 7y agoI have a Ryzen 3700x on my new PC. First PC I ever built by hand. Mostly used for music production. 10 instances of Serum in Ableton with 50+ tracks and the thing barely crosses 15% CPU utilization
- corporateslave5 7y agoIntel stock is all time high, short? Or the market doesn’t think amd will cut into their profits....
- umvi 7y agoSeems like everything is at an all time high
- foota 7y agoMaybe people expect that growth in TAM will outweigh loss from decrease in market share? Intel also has areas other than CPUs which might supplement CPU profits.
- bitL 7y ago- EPYCs market share is around 3% - Intel makes in a few weeks as much as AMD in the whole year - AMD doesn't own fabs and can't saturate market (as seen with 39XXx shortages)
- kube-system 7y agoYep. AMD is a threat, but not a disaster for Intel. Also, AMD is going to have to keep up the momentum for a while before they can make in-ways in the enterprise market.
- toast0 7y ago> AMD doesn't own fabs and can't saturate market (as seen with 39XXx shortages Intel owns fabs and has been having shortages for most of the year. AMD spinning out fabs seems to have been a good choice for them, as GlobalFoundry, their spun out fab, ran into problems with process shrinking and AMD was able to move Zen to another fab that got their shrink to work.
- bitL 7y agoThey spun it off to avoid bankruptcy. Let's not pretend it was done for agile reasons. Intel's issues are unrelated, they simply ignored negative internal feedback which is a management problem.
- ekianjo 7y agoI don't know why they put the pictures of the lines in the article, because these lines are ridiculous in Akihabara. There are lines every day there for the most mundane products as long as it's new, and this looks far from the lines you get from a new iPhone release, for example. This is what it looks like for an iPhone release: https://www.youtube.com/embed/DYpSKo5f-sc https://www.youtube.com/embed/DYpSKo5f-sc
- newnewpdro 7y agoAre you seriously comparing the iphone to a desktop CPU sold to DIY builders? That strikes me as completely pointless.
- ekianjo 7y agoThere are queues even for pachinko every morning everywhere in Japan. Frankly nothing out of the ordinary in these pictures.
- npo9 7y agoTo me it looks strong for a cpu release.
- philliphaydon 7y agoThere's queues for iPhones in almost every country. I don't remember ever hearing about a queue for a CPU...
- ekianjo 7y agoHow do you even know they are only queuing for the CPU? As I said in Tokyo there are lines like that for pretty much ANY shop in the morning. This is such non news.
- sb057 7y agoNot surprising given how little supply there seems to have been. Even relatively major outlets like PC Perspective didn't get a review sample.
- needle0 7y agoThat and the Japanese PC-building scene has become quite tiny nowadays.
- Miraste 7y agoAs in it's shrunken? Why is that? As far as I know the US and European markets have never been bigger than right now.
- needle0 7y agoAn increasing majority of the average person's everyday computing needs have consolidated into smartphones, perhaps even moreso than other countries. This ate into the markets of both home consoles and gaming PCs. (Though, since Japan already as a console-centric country, the latter weren't really big to begin with.)
- jersey 7y agoKind of weird how the founder of PCPer now works for Intel.
- fortran77 7y agoIs AMD having production problems?
- shmerl 7y agoAMD said demand is simply higher than they expected.
- wtallis 7y agoNot exactly. It's a newly-released product that uses cream-of-the-crop components, but it's sold at consumer prices instead of enterprise prices. So AMD doesn't have a huge incentive to make this specific model first in line for the top-binned chiplets, and they had good reason for getting this product onto shelves two weeks ago rather than stockpiling inventory until after Black Friday. In the broader scheme of things, AMD is having no trouble selling every CPU they make this year. That's due to a combination of generally high demand for CPUs, Intel's own production problems (which have caused Intel to prioritize other product segments over the desktop CPU segment where AMD's dominance is now clear), and AMD having to compete with many other chip companies that are placing orders for the same TSMC 7nm fab capacity—orders which now require much more lead time than they did at the beginning of the year.
- Akababa 7y agoSo what's the rationale for them pricing it at a point where it makes sense for people to line up around the block? Is it that the initial volume is low enough that the positive press and goodwill is more valuable than what they would gain from price discrimination based on time?
- toast0 7y agoI think there are several factors. a) based on the 3900, the supply will be coming in the next few months, and the price is right, once that happens. b) pricing it higher now and dropping the price in 3 months looks bad c) the pricing has to line up sensible against other chips in the marketplace, both Intel's and also AMD's other chips (including last generation). For many people, they may be willing to wait to get a 3950 at today's MSRP, but would opt for something else if the MSRP was $100 more, and that something else might be an Intel chip. d) it can be hard to know how much demand is really there --- AMD had to order production several months ago, and their pre-launch planning included an assumption that Intel was going to launch something notable in 2019, which didn't happen.
- jdsully 7y agoI drove 2 hours to get my 3900X. I was worried it would be too much horsepower but it spends a lot of its time >80% utilization. These cores are great for debugging threading issues. I would trade it for a 3950X if I could find one.
- shortoncash 7y agoI bought a 3900X also. I, too, would like a 3950X, but the 3900X is so fantastic it's hard to be too upset. I also have 4 Threadripper systems and I just could not get work done without them. My build times for compiling software would be atrocious without them.
- philliphaydon 7y agoNow I wanna change from 3700x to 3950x... :(
- unionpivo 7y agoi went from old second generation i7 , to 3700x, its awesome :) i also put in 64 gb of memory, so i can keep all the tabs open (insert "EVERYONE" meme gif from leon), while i develop At the moment I don't feel the need to upgrade. My bigest problem is that my cpu fan tends to throtle up and down a lot, can't find correct fan curve.
- dave7 7y agoThere will be a BIOS option entitled "Fan Smoothing" or similar. On my ASUS board, it gives a range of times over which to average CPU temp rather than use the instantaneous value for fan control. I have mine set to 7 seconds I think, and it completely stopped the fan revving up/down issue.
- Damogran6 7y agoThat's what gets me...the desktop ones are all AM4...when my 3600 seems a little long in the tooth, a Processor + RAM upgrade is actually reasonable.
- tanilama 7y agoDamn too late to buy AMD stocks? It is unbelievable to me, the level of inaction from Intel's managements just sit there all these years with all the advantage and cash they have had, and watch all of these washed away. Their response? More inaction. Time to change.
- chx 7y agoThey are accelarating 7nm as much as they can, there's little else they can do. The 10nm process is a broken disaster.
- momokoko 7y agoWhat you are doing is actually a felony in the US. Please be careful.
- SirYandi 7y agoWhat is he doing?
- chx 7y agoReposting what everyone knows? Intel announced this May they are planning to release their first 7nm product late 2021 and I believe they used the accelerate word. Based on what we know about their 10nm and 7nm processes, the chances of 7nm actually working is much higher than the 10nm. Tweakers.net leaked and semiaccurate reposted https://www.semiaccurate.com/assets/uploads/2019/04/2002679906.png https://www.semiaccurate.com/assets/uploads/2019/04/20026799... a leaked roadmap and there's the recent news of Rocket Lake -- a 14nm desktop chip slated for 2021. https://wccftech.com/intel-rocket-lake-desktop-14nm-cpu-8-core-gen-12-xe-gpu/ https://wccftech.com/intel-rocket-lake-desktop-14nm-cpu-8-co... If you choose to believe Semiaccurate, https://semiaccurate.com/2019/04/25/leaked-roadmap-shows-intels-10nm-woes/ https://semiaccurate.com/2019/04/25/leaked-roadmap-shows-int... > Intel moved three of the four fabs slated for 10nm to other processes, some are going to 7nm while others backported to 14nm. It's very clear Intel can't make 10nm work as they hoped it would and they will limp along with a limited number of halo chips for notebooks. They hope for server chips late 2020 https://hothardware.com/news/intel-10nm-ice-lake-sp-q3-2020-38-cores-76-threads https://hothardware.com/news/intel-10nm-ice-lake-sp-q3-2020-... but at this juncture I wouldn't be surprised if those would be first postponed then cancelled. If this guy thinks I am posting insider info or stock manipulating, well, you need to go after wccftech and semiaccurate.
- 3fe9a03ccd14ca5 7y agoI wish my home server performed more tasks, so I can justify an upgrade from my i7. Unfortunately even as it stands today it’s mostly idle despite me doing quite a bit with it. Besides, it’s really annoying I need to upgrade from DDR3.
- snuxoll 7y agoI’ve been sticking with Ivy Bridge-EN chips for my lab at home because used DDR3 RDIMM’s are dirt cheap, not to mention the chips and systems themselves. In a few years once used Naples gear hits the market I may consider upgrading, but I’m also quite fond of the low power draw my 2450L v2’s have.
- safog 7y agoI bit the bullet and upgraded from 4670k + DDR3 --> X570 Mobo + R5 3700X. Costs ~$500 assuming you can keep your GPU, PSU, Case, fans etc. and you don't want to go all our RGB on everything.
- 3fe9a03ccd14ca5 7y agoAmong the PC phenomena I’ve witnessed in my life, LEDs on computers and every other digital thing is one of the most annoying.
- designcode 7y agoIt’s truly bizarre. Think a lot of it comes from people being influenced by YouTube , and rgb lights being one of those things that really only exists to appear on video.
- SmellyGeekBoy 7y agoTo be fair, some of us were sticking case windows and cold cathode lights into our gaming PCs 20 years ago so we could look uber-1337 at LAN parties. (I am now firmly in the "RGB is dumb" camp like the other grumpy old people. Oh well.)
- exikyut 7y agoQuestion: I can drop Ubuntu, Debian, Mint, Arch, etc onto a Core series whatever and get class-leading KMS/DRM graphics acceleration the moment the kernel is running, long before X11/Wayland start. So bootup is reasonably seamless, no flickering etc. Basic 3D works. WebGL is getting there. And thanks to DRM, I can play around with alternative environments that talk directly to the kernel without X being involved. So... if I get an AMD APU... how will the hacker/tinkerer experience compare?
- newnewpdro 7y agoThe amdgpu mainline driver works well in my experience.
- Cyph0n 7y agoMy Ryzen 3400G APU worked perfect on a fresh Manjaro installation using the mainline AMD driver. I moved to a GTX 1660 yesterday and immediately hit a bug where KDE isn’t able to detect display refresh rate when using the closed source Nvidia driver.
- marcan_42 7y agoAMD GPUs should work better than Intel ones with open drivers lately. In particular, Intel has serious tearing issues with Xorg in all kinds of nontrivial configurations, and I've also seen weird glitching issues with compositors after many days of uptime that require compositing resets. I haven't had a solidly good Intel Xorg experience in 5 years (on Ivy Bridge). Functional yes, but not good. Bugs go years without getting debugged, and it's a shame the tearing issues have gone on for so long. The xf86-video-intel driver is deprecated/unmaintained, but the modesetting driver isn't quite up to par because it can't include GPU-specific knowledge. AMD supports all the same DRM/KMS interfaces, has better performance than Intel with open drivers, and also offers proprietary userspace drivers (GL/Vulkan side only, they work with the open source kernel and modesetting side, no weird binary compat issues to worry about) in case you prefer those, but they are absolutely not required. I'm seriously looking forward to replacing my IVB laptop with a Ryzen once AMD releases 6+ core APUs. Maybe next year.
- xvx 7y agoNarrator: they only made 12.
- philliphaydon 7y agoI think there was a link last friday of Ryzen being top seller for like 6 of the top spots on Amazon. https://www.amazon.com/Best-Sellers-Computers-Accessories-Computer-CPU-Processors/zgbs/pc/229189 https://www.amazon.com/Best-Sellers-Computers-Accessories-Co... It looks like today the top 10 are all Ryzen. This is crazy.
- londons_explore 7y agoRumour is a corporate client wasn't given access to as many units as they wanted, so decided to buy retail.
- tuananh 7y agothat's interesting :)
- andy_ppp 7y agoStill considerably cheaper than Intel...
- Nokinside 7y agoThe fact that Intel can sell their CPU higher price than AMD means that supply is the bottleneck.
- NeutronStar 7y agoCitation needed.
- kuzimoto 7y agoI believe that AMD relies on another company to produce its CPUs which may limit their supply. If they can't produce enough, and there is still a demand then there will be no choice but to go with Intel. This is some guessing on my part, since I don't have any economic background.
- m0zg 7y agoSold out on Newegg and Amazon too, as far as I can tell. Looks like AMD did not quite expect this kind of uptake on what is now their "top of the line but reasonably priced" CPU.
- lunchables 7y agoThe 3950X sold out in seconds on Amazon and Newegg, I was watching all morning and I've read the reports from the people who were able to purchase one.
- iamspoilt 7y agoAs a segue, is this a good time to buy AMD stocks?
- smolder 7y agoA lot of people are already betting big on AMD since before the release of zen2 so it may be overpriced. It's anyone's guess, not every investor will agree. Some holding it may just say yes because they want a bubble to sell out of. Look at price to earnings and all that and consider that sentiment is high right now.
- username90 7y agoTheir stocks has increased 2000% since 2016, not sure if there is any value left to extract.
- amunicio 7y agoLeaving aside the GPU market, if you believe AMD is going to take and sustain a sizable share of the CPU market in the next 2 years (in particular server, mobile and high-end desktop), then the answer is yes. If Intel manages to keep AMD market share below ~18% in the next couple of years, then probably not. The value of the stock revolves around how much money AMD is able to generate and the biggest variables here are volume of sales and margins on those sales. AMD's variable costs are probably higher than Intel's since they outsource their manufacturing to TSMC, but their fixed costs dwarf Intel's. Intel AMD Market Cap $252B $44B Revenue $19.2B 2B Earnings Q3 $6B $0.12B Keeping aside the fact that AMD's numbers include GPU sales, notice how AMD's earnings to revenue ratio is very small compared to Intel's. Also notice that Intel's market cap is almost 7 times AMD's (again, AMD has a GPU business too). So the key is really, do you believe that AMD will be able to break the ~18% market share (in particular in high margin segments)? My back of the envelope calculations indicate that at around 20% market share AMD should be able to generate earnings close to the billion dollars per quarter, making AMD a buy. If they cannot break and sustain a market share close to that, my answer would be not. Disclaimer: I have AMD shares and I don't plan to buy or sale given current pricing.
- rcxdude 7y ago
- ForFreedom 7y agoI am not a gamer so asking, AMD CPU better than Intel?
- stormbeard 7y agoIt doesn't matter if you game or not. AMD is crushing Intel on every dimension w.r.t. consumer and HEDT CPUs. Just look up the benchmarks.
- ForFreedom 7y agoAre there any driver issues or conflicts with other HW?
- garganzol 7y agoAMD is flawless all ways around. I use Gigabyte motherboard + AMD Ryzen 3600 as a temporary substitute for a more powerful Ryzen 3950x I'm planning to get a hand on soon. One of the best experiences so far. No conflicts or issues whatsoever.
- unionpivo 7y agoyes, especially if you are not a gamer. AMD has better multi threaded performance (in some cases double that of intel). Intel still has some lead in single threaded performance, and some vector optimizations. So for general use case amd is better, but there are some specialized cases where intell still makes sense.
- ForFreedom 7y agoSpecialized cases such as high end development or servers?
- unionpivo 7y agono for development (and probably) it's amd all the way https://www.phoronix.com/scan.php?page=article&item=amd-linux-3960x-3970x&num=9 https://www.phoronix.com/scan.php?page=article&item=amd-linu...
- glandium 7y agoFor perspective: Tsukumo "honten" had 20, Tsukumo eX had 35, Tsukumo Nagoya had 15. 3960x and 3970x had scarcer availability. I also just saw on Twitter that some of the shops have new 3950x available.
- darkteflon 7y agoHaven’t heard of Tsukumo before - do you recommend them over buying on Amazon?
- glandium 7y agoThey have actual shops in Japan, contrary to Amazon. For some reason the 3970X is (slightly) more expensive on Amazon Japan than the Japanese MSRP. I haven't checked the other models, but I wouldn't be surprised if that were the case. I'm not too familiar with the Japanese market (only from researching for the 3970X in the past few days), so I wouldn't recommend anything in particular, but it did show up during my research. PC Koubou, too.
- darkteflon 7y agoOkay, that’s helpful - thanks for your take.
- Ratiofarmings 7y agoSo they sold like 50 CPUs in Japan?
- deleted 7y ago[deleted]
- sub7 7y agoA lot of higher-bandwidth, real-time networks to be enabled when 7nm multi core mobile processors enter the market. Personal servers will get a boost. Hopefully 5G rollout will be going well then too.
- Nokinside 7y agoDIY CPU retail market for processors is extremely tiny market. Very high margin, but insignificant. AMD's challenge is getting enough processors out in the enterprise market. They need to grow the market share now when they have the technical advantage. Intel can sell their inferior CPU's for higher price because they can deliver large volumes and satisfy demand. Revenue comparison 2018: Intel $70.8 billion AMD $6.5 billion AMD is fabless, so they are in competition with other GF and TSMC customers for manufacturing capacity. Apple,Nvidia,Qualcomm and many others.
- admax88q 7y ago> AMD is fabless, so they are in competition with other GF and TSMC customers for manufacturing capacity. That also means that they don't have all the fab expenses that Intel does.
- Nokinside 7y agoThe fact that Intel sells inferior product at higher price means that AMD has supply bottleneck. I'm almost certain that in AMD takes every sale from Intel when they can deliver. They have superior product but not enough capacity to reap all the benefits from their success.
- Majromax 7y ago> The fact that Intel sells inferior product at higher price means that AMD has supply bottleneck. Only if Intel is also _perceived_ as the inferior product. Remember that the value to the customer goes beyond raw benchmarking specs; it also includes brand reputation and marketing. At the level of truly huge purposes, "value" also encompasses a real bilateral relationship between the company and vendor. A cloud provider might be tempted to stay with Intel now over AMD if by doing so they preserve guaranteed access/preferential pricing over the next set of server chips. To crack that hypothetical relationship, AMD would have to both dominate now and be perceived to dominate for the medium-term future. It's only the retail market that can be so fickle as to consider a CPU a one-off purchase.
- ece 7y agoI got an email from Amazon saying the 3950X was back in stock, 25 mins later, it was all gone when I actually checked. AMD will need to provide some retail guidance for the holiday season, maybe widespread availability won't happen until Jan/Feb..
- dk3 7y agoLmao Intel is completely fucked. The only thing sad about this is that I still can't find a Ryzen 9 3950x anywhere!!!!
- jakogut 7y agoI bought one yesterday from Newegg at MSRP. Sign up for auto-notify, and jump when they come back in stock.
- sireat 7y agoThe 3950X are heavily supply limited. I do not think Baltics got a single 3950x allocated in the November. Theoretically some will be available on 19.12. Where does one even look for 3950x in Europe? Scan.co.uk says December 31st at the earliest.
- qes 7y agoCan't get the new 3960X & 3970X Threadrippers either.