News stories tagged with #Lieferketten
AMD Faces Unexpected CPU Boom Driven by Agentic AI, Supply Tightens
AMD CEO Lisa Su warns of tightening supply for server CPUs as demand surges beyond expectations due to agentic AI applications. The upcoming Epyc Venice generation is set to launch in the second half of 2026, but current production capacities are under strain. AMD is adjusting its manufacturing and delivery processes and has sufficient capacity for future products like Instinct MI450, HBM4, and CoWoS.