nVidia and Apple seem to gobble up most of the wafer supplies currently, so AMD tries to make do with what it can with whatever is left over.
Case in point, nVidia managed to get TSMC to dedicate supply and fab capacity and even a "special" optimized node for nVidia... That doesn't happen without guaranteed volume.
AMD had to resort to using a more common and less optimized node and stockpile chips.
Even DRAM nVidia seems to be scoring most of the contracted supplies at the moment due to Server/A.I markets which is driving up prices of GDDR memory as DRAM is a commodity so it's priced based on supply/demand.
I guess the bright points for AMD have actually been on the integrated graphics side, their integrated graphics in the Steamdeck, ROG Ally and Consoles have been a resounding success... And that is likely what keeps AMD investing in GPU technology to keep those design wins happening in the future which brings in 100's of millions of dollarydoo's.
Let's see what they can cook up with GFX13/UDNA/Radeon 10070.... Which is their 16th graphics architecture, but I don't expect a big turn around in terms of marketshare for many years yet.
...And that probably puts Intel's GPU efforts into an even more tumultuous predicament if they can't get marketshare either... But Intel's long term plans is probably the A.I market.
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