AMD Reportedly Cuts Down 5nm “EPYC Genoa” Wafers To 30,000 Units Due To Low Server Demand

wccftech.com:

AMD has reportedly cut down its 5nm wafer supply at TSMC with industry sources citing a lack of demand for EPYC Genoa CPUs within the server market.

The report comes from Chinese industry analyst, 手机晶片达人, who has reported on his Weibo account that AMD has cut down its wafer supply of 5nm Genoa CPUs to just 30,000 units for the second quarter of 2023. The reason isn't because of a poor reception of Genoa CPUs but instead due to poor conditions and less demand within the entire server segment. In fact, AMD's Genoa CPUs offer a massive incentive for players within the server segment to upgrade to loads of performance, cores, threads, cache, and a platform that enables high-end memory and storage configurations.

AMD's EPYC Genoa CPUs house up to 96 cores and 192 threads. These cores are packaged in 12 CCDs based on the 5nm Zen 4 core architecture. Now a single 5nm wafer can produce several of these chips which measure around 72mm2 but since these are multi-chiplet designs, there might be a shortage of high-core count or high CCD chips in the coming quarter.

Meanwhile, DigiTimes Research has stated that AMD will grab hold of 20% server market share in 2023. Analysts expect that EPYC CPUs including Genoa and Bergamo are going to claw their way in to Intel's market share which will drop to around 70.9% from 77.0% during 2022.

AMD and Arm have been gaining up on Intel in the server CPU market in the past few years, and the margins of the share that AMD had won over were especially large in 2022 as datacenter operators and server brands began finding that solutions from the number-2 maker growing superior to those of the long-time leader, according to Frank Kung, DIGITIMES Research analyst focusing primarily on the server industry,