During a J.P. Morgan conference this week, AMD CEO Lisa Su admitted what we all knew was happening anyway: Amidst a crippling industry-wide silicon shortage, AMD is prioritizing supplies of higher-end (and thus higher margin) CPUs and graphics cards.
When J.P. Morgan’s Harlan Sur asked if the company could be shipping more if it had more fabrication capacity available, Su (partly) replied that “I think like most of the semiconductor companies, we would say that demand exceeds supply. That’s certainly true...There is some compute that we’re leaving under serviced. I would say—particularly, if you look at some of the segments in the PC market, sort of the lower end of the PC market, we have prioritized some of the higher-end commercial SKUs and gaming SKUs and those kinds of things.”
from PCWorld https://ift.tt/34inFmM
Post a Comment