“Selling as expected”, means AMD have a certain amount of wafer supply pre-ordered, and to go beyond that might encur costs they won’t recuperate.
AMD aren’t ready to beat nvidia this generation, most of their focus is on delivering Epyc backlog. Graphics is getting more R&D time and funding, but this is mostly for packaging knowledge and AI growth.
Packaging is AMD’s current bottleneck, and it doesn’t matter which wafers they use. From what I’ve heard, Epyc, Zen and Radeon chiplet designs get packaged using the same resources. And AMD would rather be packaging Epyc parts.
“Selling as expected”, means AMD have a certain amount of wafer supply pre-ordered, and to go beyond that might encur costs they won’t recuperate.
AMD aren’t ready to beat nvidia this generation, most of their focus is on delivering Epyc backlog. Graphics is getting more R&D time and funding, but this is mostly for packaging knowledge and AI growth.
Packaging is AMD’s current bottleneck, and it doesn’t matter which wafers they use. From what I’ve heard, Epyc, Zen and Radeon chiplet designs get packaged using the same resources. And AMD would rather be packaging Epyc parts.