AMD’s chip supply will remain tight through 2022 - devoredist1990
AMD
AMD's top dog executive aforementioned Tuesday that she expects the issue of AMD's chips to be "tight" passim the remainder of the year, but are expected to ease up in 2022.
Dr. Lisa Su, speaking during AMD's endorse-quarter earnings call, too said that AMD is working with its own ply chain partners—makers of semiconductor manufacturing equipment—to allow AMD "to grow substantially" as the company moves into the second uncomplete of 2021.
Su's comments were well-timed, given that equal Intel has warned of ongoing fleck shortages as it begins navigating through to a transition to newly EUV equipment. Su did not say that AMD expected the same, though she did predict the PC market would calm.
Specifically, Su called taboo how exact for PCs exploded during 2020 and in the prototypical uncomplete of 2021, a trend AMD specifically highlighted last year. During that time, Su said, AMD captured revenue market share, surgery the percentage of all components oversubscribed into PCs. But the market is besides unsurprising to slow up, Su said: "From our perspective, you know, we're preparation… our PC business to be about flattish first half and ordinal half," she said.
Su also said that those comments accomodated issues that could prune up, such as "pockets of portion shortages"—though again, Su did non clarify whether or not she was referring to a shortage of AMD components or any other part that would limit the supply of PCs. "We're taking that into account as we think of the forward incomplete of the twelvemonth," Su aforesaid.
"We remain connected-track to launch next-generation products in 2022, including our Zen 4 processors built with industry-ahead 5nm cognitive operation technology and our RDNA 3 GPUs," Su added.
AMD reported net income in Q2 that grew a massive 352 per centum year-terminated-year to $710 million, with revenues that essentially doubled to $3.85 billion. AMD's Computing and Nontextual matter segment revenue climbed 65 percent to $2.25 1000000000, driven by a richer integrate of Ryzen desktop and notebook central processing unit sales. AMD also said that information technology sold more senior high-end GPUs, driving up the average selling price. AMD's Endeavour, Embedded and Semi-Custom clientele also soared, with revenue jumping 183 percent to $1.60 billion. Hither, AMD aforementioned that higher Epyc server processor gross sales contributed the most, along with semitrailer-customized chips like the APUs that went into consoles like the Microsoft Xbox Series S/X and Sony PlayStation 5.
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As PCWorld's superior editor, Mark focuses happening Microsoft intelligence and chipping technology, among other beats. He has formerly written for PCMag, BYTE, Slashdot, eWEEK, and ReadWrite.
Source: https://www.pcworld.com/article/394933/amds-chip-supply-will-remain-tight-through-2021.html
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