It's rumored that AMD can currently only meet about 50 to 60 percent of demand for Zen 2 laptop processors and the upcoming Zen 3-based laptop APUs will see serious shortages:
Digitimes' sources indicate that AMD can currently only satisfy about 50 to 60 percent of Zen 2 demand for notebooks, and that ODM's (Original Design Manufacturers) expect to run into serious shortage issues when Zen 3-based notebooks enter the market in Q3. That's narrowed down to two possibilities (or perhaps both): Either TSMC can't package enough chips, or AMD's chips for the PlayStation 5 are soaking up all of its production capacity.Tom's Hardware speculates that despite the high demand, substrate makers may not be willing to invest in higher capacity as they don't know whether post-pandemic demand will remain at this level.