Buy is earn! AmD Zen 4 Ryzen™ 7000 processors will be extremely tight

AMD will release its financial results for the fourth quarter of 2021 and the full year on the first day of the New Year of the Tiger. According to analyst research reports, AMD's quarterly revenue will reach a record high of $4.633 billion.

For AMD in 2022, investment bank KeyBanc also gave a forecast for product share.

Among them, desktop processors are 15%, notebook processors are 28 to 30%, and servers are 20%. That is, both will increase significantly, while the former will decline.

Is it difficult to become the product power of the Ryzen™ 5000 and the second half of the year 5nm Zen 4 Ryzen™ 7000?

The answer is definitely not.

Analysts pointed out that AMD is still facing a severe situation of tight supply of ABF substrates this year, and the priority under the trade-off is server and notebook products, and the desktop will rank third.

This not only means that the Zen 4 Ryzen 7000 will be very tight, but also explains why the 3D cached version of the Ryzen 5000X3D only has one SKU (Ryzen 7 5800X3D).

In fact, server and notebook products are relatively high-net-worth and more strategic products, which may also be a major consideration before AMD trade-offs.

In addition, 6nm Ryzen™ 6000 desktop APU (Zen 3+ processor with RDNA2 GPU) is afraid to be postponed indefinitely, and AMD only hinted at the interview that it will be pushed, and there is no official announcement.