Lenovo blamed for fear placed on clients not exclusive with AMD, especially with the new Threadripper Pro 5000 CPUs
Rumors of the pool being the lowest in all of Threadripper’s history. Readers will remember that AMD introduced the Threadripper line in 2017, advertising the processors as a premium, high-performing CPU capable of better processing power compared to Intel’s products, especially in demanding workflows, such as video editing. The executives and IT distributors’ woes in accessing AMD Threadripper processors, including the newest Threadripper Pro 5000, are due to a lack of access to the latest chips from AMD’s exclusive Threadripper partner, Lenovo. The executives are featured AMD-based system builders Maingear, Puget Systems, and Velocity Micro. AMD gave access to the newest workstation processors, but AMD also restored the Lenovo ThinkStation P620 systems with the latest Threadripper Pro 5000 chips. Lenovo’s exclusive contract with AMD allows the company to have an initial supply of the Threadripper Pro 5000 line upon release this last month. The other companies will not see any supplies until possibly the latter half of 2022. A Lenovo spokesperson commented about the shortage, “I have been assured that the CPU supply is not the issue regarding the ThinkStation systems.” The Lenovo website also shows the P620 systems with Threadripper Pro 3000 processors instead of the newest line from AMD. The current shortage of Threadripper processors has raised the alarm in the workstation marketplace, with vendors and manufacturers concerned that Lenovo has an unfair advantage in sales. However, this lack of chips has not stopped businesses from waiting until the supply improves. Currently, the AMD chip shortage is echoing through the global chip shortage that has been in effect for almost two years. This dramatic change in the economy and manufacturing has caused companies like AMD, Intel, and NVIDIA to research alternate expansion options, such as building manufacturing plants in areas throughout Europe and even the United States. Along with expansion solutions, manufacturers’ prioritization of products has also been a high focus due to typically relying on large chip manufacturers (i.e., TSMC) to assist with the manufacturing, slowing the process further and creating a higher demand. […]I think I can speak for everyone that we’re wary of product launches that not everyone can participate in. — Jon Bach, President, Puget Systems Dr. Lisa Su, CEO of AMD, stated that the company had made crucial investments to improve production with manufacturing partners. Such investments cover wafer and substrate capacity, as well as back-end capacity. The lack of Threadripper chips has only escalated over several months, causing manufacturers to wonder if this situation is separate from the current global shortage. Businesses have slowly seen a drop in numbers, causing near plans for manufacturers to be more strained. — Dr. Lisa Su, CEO, AMD Velocity Micro CEO Randy Copeland has commented that his supply of Threadripper processors — specifically, the Threadripper 3970X and 3960X — is still in supply at their plants. Still, the company’s most prominent workstation, Threadripper 3990X, offering 64 cores, is completely wiped out. Velocity Micro does produce Threadripper Pro 3000-based workstations. Still, Copeland states that the high cost of the processors from AMD does not warrant the company to sell a specialized chip with only specific users. For CEO Wallace Santos and his company, Maingear, the Threadripper crisis pushed his company to list its high-end workstations (MSRP $9,599 to $49,999) as “out of stock” in the company’s catalog since the end of 2021. Due to the lack of Threadripper processors, Maingear has been forced to sell low-end and cost-effective systems with inexpensive processors from AMD and Intel. The bottom line is I want to lose as few Threadrippers as possible to a multinational. — Randy Copeland, CEO, Velocity Micro — Wallace Santos, CEO, Maingear The lack of AMD Threadripper processors has also caused manufacturers to shift business from AMD to Intel, such as companies like Puget Systems. This move has driven his company to move some customers towards systems offering the Intel Xeon W workstation processors. A spokesperson from AMD has assured us that “[t]he Threadripper Pro 5000 will be available from additional partners in CY3Q22.” The same spokesperson had no comment on the current issues with the supply chains.
