AMD’s chief govt stated Tuesday that she expects the availability of AMD’s chips to be “tight” all through the rest of the 12 months, however are anticipated to ease up in 2022.
Dr. Lisa Su, talking throughout AMD’s second-quarter earnings name, additionally stated that AMD is working with its personal provide chain companions—makers of semiconductor manufacturing gear—to permit for AMD “to develop considerably” as the corporate strikes into the second half of 2021.
Su’s feedback had been well timed, on condition that rival Intel has warned of ongoing chip shortages because it begins navigating by means of to a transition to new EUV gear. Su didn’t say that AMD anticipated the identical, although she did predict the PC market would cool off.
Particularly, Su referred to as out how demand for PCs exploded throughout 2020 and within the first half of 2021, a pattern AMD particularly highlighted final 12 months. Throughout that point, Su stated, AMD captured income market share, or the share of all parts bought into PCs. However the market can be anticipated to decelerate, Su stated: “From our perspective, , we’re planning… our PC enterprise to be about flattish first half and second half,” she stated.
Su additionally stated that these feedback accomodated points that might crop up, comparable to “pockets of part shortages”—although once more, Su didn’t make clear whether or not or not she was referring to a scarcity of AMD parts or another half that may restrict the availability of PCs. “We’re taking that under consideration as we take into consideration the second half of the 12 months,” Su stated.
“We stay on-track to launch next-generation merchandise in 2022, together with our Zen four processors constructed with industry-leading 5nm course of expertise and our RDNA Three GPUs,” Su added.
AMD reported internet revenue in Q2 that grew an enormous 352 % year-over-year to $710 million, with revenues that primarily doubled to $3.85 billion. AMD’s Computing and Graphics section income climbed 65 % to $2.25 billion, pushed by a richer mixture of Ryzen desktop and pocket book processor gross sales. AMD additionally stated that it bought extra high-end GPUs, driving up the common promoting value. AMD’s Enterprise, Embedded and Semi-Customized enterprise additionally soared, with income leaping 183 % to $1.60 billion. Right here, AMD stated that greater Epyc server processor gross sales contributed probably the most, together with semi-custom chips just like the APUs that went into consoles just like the Microsoft Xbox Collection S/X and Sony PlayStation 5.