XMG, a well-known gaming brand for high performance laptops and PCs that operates under Schenker Technologies has announced via a Reddit post that it is facing serious constraints in AMD Ryzen 7 4800H supply. This has meant a delay for parts that were expected to be fulfilled in August, which now have an expected delivery date by late September. The company is offering a number of alternatives for users that may want to change their order in wake of the delay, including a chip downgrade (for AMD's Ryzen 4600H), a CPU manufacturer swap (to Intel's Core i7-10750H), a battery downgrade from 62Wh to 46Wh (with laptops being likely manufactured by two different ODMs in this case), or a full refund.

The company says that this has been caused, in part, by an upsurge in demand for AMD Ryzen 4800H CPUs, not only form customers, but also from some leading brands with a much more sizeable portion of the ODM market, who have apparently caught wind of the technological prowess of AMD's most recent 4000 series CPUs compared to Intel's. It can be also speculated that this supply constraint is being affected by the COVID-19 pandemic, which is still straining logistics and shipments across the globe, but also by insufficient supply to meet demand. This can be explained by the fact that most tech companies are fabless, and most semiconductor designers have to fight for TSMC's allocation for 7 nm silicon production - and there are only so many wafers that can be allocated to each company at the outset. Perhaps AMD's allocation is also favoring other renditions of their Zen silicon (ie, custom designs for the next-generation consoles and other higher-margin products).