Delay the products. It's a simple as that: just stop announcing products and stop releasing products until you can meet demand. This doesn't means stopping building up your supplies to get ready. We know it's going slowly, that it can't be helped and that it will take 6 months.
The part that wasn't necessary was Lisa calling and hosting a keynote to talk about new products she is well aware will not be able to deliver, at all in some cases.
You see what she is doing here, is merely producing a tiny amount of samples for press coverage, because she wants press outlets to keep talking about her products, constantly, even whens he knows nobody will be able to buy them for months.
She decided on a timeline. That timeline was affected by Covid related constrains to her supply chain and unprecedented demand, both things at the same time. But she HAS NOT ALTERED HER TIMELINE. She is not only paying for keynotes and press to talk about non-existing products, she continues to do so after admitting this is the case: She wants publicity for non-existent products.
She does not care this is greatly devaluing the value of press outlets by disrupting the social contract with the readers and viewers and generating great mistrust and possibly a large consequence in viewership and loyalty. She does not care about anybody on the press: she see's the press and the bad faith their incur as expendable. She even sees the bad faith of dissatisfied end users as also expendable.
She is calculating that as long as she comes out on top of intel in 6 months, it doesn't matter how many paper launches she promotes, how many key managers she allows to FLAT OUT LIE about launches and mock the competition for doing what she is well aware she was going to do in a few weeks. Her attitude is "Just defeat the competition, customers do not matter as long as we have the best product eventually, they'll be forced to buy it"
Compromise man is the name of the game.
If she would have done what you say, that is delay the launch of Zen 3 desktop CPUs, you would come here and cry that AMD is selling Zen 3 EPYCs but the desktop market is left behind.
Now that we actually got Zen 3 on time, you cry that she has launched it with insufficient avail.
TBH, from a business perspective, you need to keep on moving and create hype. Those that think otherwise about AMD and Lisa especially are probably 5 year olds that believe in fairies. Lisa is a good engineer, an excellent CEO, I give you that, but she has to sell the stuff, she has to market the crap out of Zen, RDNA, Vega, whatever, because the ultimate goal is money.
As for these supply constraints, they had them in the past, before COVID. They seem to be quite cautious when it comes to anticipating demand and that should change in time, but from a financial pov it makes sense to be cautious since investing a lot more than needed in something is a very bad decision. Just look at intel...they have their own fabs and own chain and still it took them 2-3 years to ramp up the production levels to the point where they are sufficient for the demand.
