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To: neolib who wrote (43319)10/26/2021 5:38:25 PM
From: neolibRead Replies (1) | Respond to of 72700
 
2022 semicustom.

2021 was 2nd year of ramp, demand exceeded supply, for 2022, remember year 4 is the peak, so 2022 expected to show growth as the 3rd year.

supply chain?

If AMD had more supply, they could ship more, but investing in capacity, will see the results in 2022, will continue to cash additional capacity.