It really seems AMD's problem right now is fab capacity - as they can't sell their existing inventory fast enough. The new gen GPUs are double-whammied by the resurgence in cryptomining but it's telling that even the 5000-series CPUs still seem to be selling out (even the lowest tier 5600X).
From AMD's earnings report (released yesterday), their margins are healthy and enterprise segment more than 2X in revenue on QoQ basis. Certainly indicates that Milan is their top priority given the high profit margins.
https://www.anandtech.com/show/16455/amd-reports-q4fy-2020-e...
Will fab capacity really be better in 2022? Can't be worse than this year but with Apple buying up all the next-gen 3nm capacity, Intel also sourcing to TSMC, it just seems a persistent issue until more fabs come online (which takes years).
It really seems AMD's problem right now is fab capacity - as they can't sell their existing inventory fast enough. The new gen GPUs are double-whammied by the resurgence in cryptomining but it's telling that even the 5000-series CPUs still seem to be selling out (even the lowest tier 5600X).
From AMD's earnings report (released yesterday), their margins are healthy and enterprise segment more than 2X in revenue on QoQ basis. Certainly indicates that Milan is their top priority given the high profit margins. https://www.anandtech.com/show/16455/amd-reports-q4fy-2020-e...
Will fab capacity really be better in 2022? Can't be worse than this year but with Apple buying up all the next-gen 3nm capacity, Intel also sourcing to TSMC, it just seems a persistent issue until more fabs come online (which takes years).