Not long ago, AMD officially released the Ryzen 7000 processor, which is scheduled to go on sale on September 27. The price of the 6-core Ryzen 9 7950X starts at $299, and the price of the 16-core Ryzen 9 7950X has been reduced by $100, which greatly increases the price/performance ratio. Because the previous generation of the Ryzen 5000 encountered a capacity crisis not long after its release, resulting in product shortages and price increases, players still have lingering fears. This time, the Ryzen 7000 is equipped with a more advanced 5nm process. Will the shortage problem recur?
AMD’s response is no. CEO Su Zifeng has confirmed in an interview before that this time AMD has greatly increased its production capacity in wafers, substrates and back-end. With the launch of Zen4, it is expected that there will be no supply constraints. The problem.
Why does AMD dare to slap the chest this time to ensure that it will not be out of stock? In fact, it has a great relationship with TSMC, because the times have changed. In the past two years, there was a shortage of chip production capacity. However, in the second half of this year, the market demand was insufficient, and the chip production capacity increased significantly. TSMC is now worried about the 5nm capacity utilization rate.
Sources from the supply chain said that due to the decline in the utilization rate of 5nm chips, TSMC had to consider closing some EUV lithography machines. The company has a total of about 80 EUV lithography machines and plans to close 4 of them by the end of this year. After all, EUV light The engraving machine consumes 30,000 kWh of electricity per day, and the operating cost is very high.
