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AMD CTO: Chip Shortages Will Last Till 2023, May Start Improving in H2 2022

AMD CTO Mark Papermaster is one of the most well-respected figures in the semiconductor industry. Partly responsible for the company’s recent successes in the CPU market, he has been key to the company’s ryze after the Bulldozer debacle. In a recent interview with BusinessLine, he shed some light on AMD’s position in the industry, especially during the ongoing chip shortages.

In 2021, we have projected a 65 percent revenue growth over 2020. We can achieve such growth, only because of the excellent work on our supply chain side.

In our markets, we see an easing of supply in the second half of 2022 through 2023. That is when we are projecting the normalcy of the supply and demand balance.

Mark Papermaster, AMD CTO

Papermaster predicts that the supply chains will start to ease up in the second half of 2022, with normalcy returning to the semiconductor industry by 2023. That’s more than a whole year from now, and overall, 3 years of chip shortages. He further spoke about AMD’s rapidly increasing growth rate which is expected to hit the 65% mark (YoY) for the FY2022.

According to Papermaster, the chipmaker’s close relationships with manufacturers and suppliers have allowed it to weather the storm, and even prosper as its archrival Intel saw a fair bit of stagnation. Speaking about the birth of the Ryzen|Epyc family, he recalled how the team planned a modular approach to CPU design, bringing cutting-edge packaging technologies to cope with the slowing of Moore’s Law. After four generations of 2D chiplet designs, AMD plans on launching the first 3D stacked (V-Cache) family of processors across both consumer and server segments in the first half of 2022.

What I really brought to AMD 10 years ago was a vision that we could put these building blocks, i.e., the CPU and GPU, together with a modular approach to bring efficiency in delivering high performance to the industry. We set about a roadmap that would be multi-generational, and not just one big splash. It was about creating a family of generations for CPU, generations of GPU.

Mark Papermaster, AMD CTO

Via: BusinessLine

Areej

Computer hardware enthusiast, PC gamer, and almost an engineer. Former co-founder of Techquila (2017-2019), a fairly successful tech outlet. Been working on Hardware Times since 2019, an outlet dedicated to computer hardware and its applications.

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