AMD’s Zen 2 Threadripper Conspicuously Absent From Company’s

We’ve all taken a take a look at AMD’s March 2019 product roadmap, which confirmed us the upcoming 2019 tech the corporate can be bringing to the desk in its “non-stop product momentum”. However, it appears that evidently this continuous product momentum is likely to be coming to an surprising coincidence that may delay it from coming into the final station – the Zen 2-based Threadripper. In the corporate’s newest May earnings name roadmap, the corporate silently eliminated the Zen 2 THreadripper from it s product roadmap – the place it used to sit down proper after the launch of Zen 2-based Ryzen merchandise for shoppers, is now only a large crop of the area it occupied.

This would possibly imply many issues, and a mistake on somebody’s half whereas cropping the PowerPoint slide could possibly be the one factor occurring right here. However, one of the best and most believable hypothesis that may be entertained when one considers that is easy – a provide drawback. With the 7 nm node being the latest, most dense fabrication course of doable, and with AMD having to share TSMC’s 7 nm wafer manufacturing with quite a few excessive profile corporations – similar to Qualcomm, for example – could imply that provide is just too tight to help Zen 2-based merchandise throughout so many product stacks – Ryzen and Epyc – on the similar time.

Perhaps AMD has delayed manufacturing of THreadripper Zen 2 merchandise till after the preliminary bout of gross sales from their upcoming Ryzen 3000 collection CPUs fades away, whereas additionally permitting for yields to mature and manufacturing wrinkles to be ironed out. It would positively make sense, as Threadripper is unquestionably the product to chop in such a case – it does not carry as a lot of an affect on AMD’s financials and outlook as a poor Epyc manufacturing would deliver, and does not get in the best way of Ryzen 300 collection manufacturing to maintain on AMD’s momentum in opposition to Intel’s choices. This positively does appear to be a wise path for AMD to undertake, although it truly is a disgrace that we seemingly will not be taking a look at a halo product similar to the newest gen Threadripper as quickly as we thought we would.