Don't think the last point is true, since there was a report recently that said almost 50% of game time over one month was spent on live service games.
Poopfeast420
Rebates are definitely normal, but as for your first point, I honestly believe AMD were just going to give them for the launch, and thought they could get away with it. AMDs marketing is so bad, that this makes the most sense to me.
Even a Reference Model wouldn't have mattered, in this case, because to me, it looks like AMD wanted to be too much like NVIDIA and set the price for the chips too high (which they sell to the partners to make the GPUs). That's why AMD needs rebates to get the cards actually to MSRP.
As for your third point, it looks like they didn't just prioritize brick and mortar stores, but only those in the US (see all the posts about Micro Center stock). Another genius move by AMD marketing?
Sources similar to yours, and I think that's been the case for years: https://www.digitimes.com/news/a20250109PD237/tsmc-54nm-3nm-capacity-2025.html https://www.tomshardware.com/tech-industry/semiconductors/tsmcs-arizona-chip-fab-production-is-sold-out-through-late-2027
TSMC is also basically the only supplier, which is a reason the US and EU push so much for their own production lines, although it looks like the US wants to stop theirs.
NVIDIA used Samsung for one generation, people are saying because of the deal they got, but went back to TSMC, apparently because of yield issues.
Intel was behind schedule for a long time, and even used TSMC for their current line up, but I think their new 18A process is supposed to come this year, who knows how that will turn out.
For NVIDIA specifically I've also heard that the HBM chips for the high-end AI cards are also a bottleneck, otherwise we might get even fewer consumer GPUs, but I never followed up on that.
Just saw one retailer in Germany (nbb) still with one 9070 XT for 689€ (MSRP I guess), but when you click the listing, you get an error. The rest are 800€+
Other retailers I checked are all sold out, even at 900€, if they even have the 9000-series.
On geizhals (website to check and compare prices for tons of different shops) is only one single 9070 XT listing, a 900€ model directly from the ASUS store and even there you get a 404.
I think KOTOR is the only Star Wars game I have ever played. I don't really care if this remake ever comes out, but I'd probably play it.