AMD reportedly already selling 2028 CPU volume; Venice yield issues less severe than rumored
Sethwinterroth · x · 2026-09-29
Analyst jukan05 says he remains long-term bullish on CPUs. He initially doubted AMD's 2027 Venice booking numbers, fearing a repeat of last year's overbooking-then-cut cycle, but after checking with several industry sources learned AMD is already selling 2028 volume, and the yield issues appear far less serious than early reports suggested.
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