Yes exactly this.
AMD does not have an infinite supply, they have a lot but not enough to do everything they want to do.
The fact is the most important to AMD is taking 40% of Datacentre market share with in the next couple of years, they are on track to do it and if they do manage it they are set, made and comfortable for the next decade at least.
Seconds is retail mainstream, the CPU's you and i buy.
Their third task is to keep the OEM's they have built a relationship with happy, not just workstations but also Laptop's and pre-built Desktops.
Forth and last is retail HEDT, and i would say, despite what Intel are doing AMD are already not interested, Intel's usual tricks to stop AMD are not working, AMD are already making way more money than Intel in datacentre and if they don't stop AMD it could actually become a liability to them, AMD know this, they are using the tactics Intel used to almost bankrupt AMD in the early 2000's against them this time round, its quite poetic...
Intel are trying to open up a revenue stream with HEDT, this knowing AMD could crush them and yet again embarrass them if they wanted to, but that's the point, Intel are also hoping AMD will take the bait, because if they do it means less supply for datacentre.