The latest AMD Ruilong 7000 processor is coming, and what many players are most worried about is whether there will be a shortage of supplies after the release of the Ruilong 5000 processor. But AMD CEO Su Zifeng stressed at a press conference at the end of August that AMD had significantly increased production capacity in wafers, substrates and back-end, promising that the Ruilong 7000 series processors would not be out of stock.
After AMD released the Sharon 5000 processor in 2020, the price rose sharply due to the shortage of global semiconductor production capacity. In fact, AMD also suffered from shortage at that time, but the root cause of the out-of-stock price increase was not the poor production capacity of wafer foundry such as TSMC or lattice core, but was supplied by the PCB substrate that made the processor.
Although compared with TSMC's 5nm and 7nm advanced wafer manufacturing technology, the PCB substrate does not have much technology content, but the supply chain problem has led to this inconspicuous component called the bottleneck of processor productivity improvement. It is reported that AMD has invested a lot of money in the past two years to solve the problem of substrate supply with supply chain partners, so the supply of consumer-grade products has been solved, and the basic supply of server-grade products will be cured next year.
