Overview

• AMD executives described Intel's Arrow Lake CPUs as 'horrible,' claiming their poor performance has driven higher-than-expected demand for AMD's Ryzen 7 9800X3D.
• The Ryzen 7 9800X3D, known for its 3D V-Cache technology, has faced significant shortages due to both high demand and the complex manufacturing process required for its production.
• AMD has ramped up production efforts in collaboration with TSMC, but executives caution that the supply constraints may take months to resolve due to long lead times in manufacturing.
• Intel has acknowledged issues with Arrow Lake's performance, promising updates to address problems, though early fixes have reportedly worsened the situation for some users.
• Market data from retailers shows AMD dominating CPU sales, with its processors accounting for over 95% of recent sales, while Intel's Arrow Lake CPUs have struggled to gain traction.