The general semiconductor shortage is likely to ripple upward to AMD even if AMD can produce everything without interruption. Processors rely on a motherboard.

The general semiconductor shortage is likely to ripple upward to AMD even if AMD can produce everything without interruption. Processors rely on a motherboard. Those motherboards have a lot of popcorn semiconductors on them. A shortage in any one of those cheap chips means no motherboard sale which means no processor sale. Combine this with more people going back to in person (so less online) and it's likely that AMD is going to have a bit of volume hit.