After AMD released the Ryzen 5000 processor in 2020, it soon encountered a shortage of supply. At that time, the global semiconductor production capacity was tight, which led to a sharp increase in the price of the Ryzen 5000 processor, which caused extreme dissatisfaction among fans, and some even suspected that AMD was floating. , is taking the opportunity to raise prices. However, this matter also wronged AMD. They did suffer from shortages before, but the culprit that caused the supply of AMD processors to keep up is not what everyone imagined-
It’s not that the capacity of foundries such as TSMC or GF is not good, but it is trapped by a small thing, which is the PCB substrate that makes the processor.
Compared with TSMC’s 5nm and 7nm advanced processes, the substrate is a lot of high technology, but the supply chain is stuck because of the shortage of these usually inconspicuous things. In the past two years, this situation has been very common. The limited production capacity of cars is often affected by some less advanced chips.
According to AMD, in the past two years, they had to invest heavily in solving the problem of substrates with supply chain partners, and now the supply of this product is not a problem, the supply in the consumer-grade field has been solved, and the basic supply of server-grade products It will also be eradicated next year.
This is also the key for AMD CEO Su Zifeng to dare to promise that the Ryzen 7000 will not be out of stock at the press conference at the end of August. She emphasized that AMD has greatly increased production capacity in wafers, substrates and back-end. With the launch of Zen4, it is expected that There won’t be any supply constraints.
