AMD CEO Dr.. Lisa Water, Credit Suisse 25. at the Technology Conference In his speech, he touched upon the dynamics of the market, market strategies and annual growth rate (CAGR) forecasts. That, especially trying to have a conversation that will put potential customers at ease, clarified some of the misconceptions.
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AMD tries to circumvent supply problems
Among the information shared during the conference, one of the most remarkable ones is, Dr.. of water The statement he made about the supply of the graphics card was. Successful CEO, on the market GPU He said that in this period when we are used to seeing empty shelves, the main problem is not about cryptocurrency mining, but about supply problems.
Of course, the company, which continues its studies on the subject, has recently TSMC Although it has made some agreements with the company on the supply of more chips and chips, it says there is nothing it can do to speed up the process. Lisa Su made the following statement on the subject:
I know many gamers keep asking for new graphics cards, especially since they have a little more time on their hands. We’ve increased our capacity over the last few quarters. I think we’re pretty competitive. I’m also excited about our RDNA-3. I’m looking forward to our plans for the future.
In the continuation of the explanations That, this growth in the game industry, of AMD He stated that they are on an extraordinary path as it paves the way for it to serve other segment devices such as game consoles as well as desktop and laptop computers.
In particular, the company has recently PlayStation 5 and Xbox Series X/NS It is on the agenda because of the interface it uses on game consoles such as Frankly, serving so many different industries can put the company on a very dangerous path in terms of procurement.
In addition, Su gave the following words in the continuation of his speech:
I think this is a very different market to what we saw a few years ago with cryptocurrency mining. Moreover, we do not believe that this is a meaningful driver for our graphics business. What we’re trying to do is make sure that our graphics cards actually go to the players and go to the retail channel and places that are very strategic. Everything else is handled separately.”
at AMD just like his rival NVIDIA in graphics card and processor units such as GPU He earns a lot of money from the production of seeds. Of course, the company also CPU It continues to sell. However, this does not keep the two sectors separate from each other. On the contrary, he says that they are in a structure that supports each other.
with this AMD, yearly 44 percentThanks to its earnings of up to Computing and from their GPUs 2.4 billion dollars earned more than an income. In addition, the company said that the average selling price of the graphics card has increased and that they are high-end. Radeon graphics product sales and AMD Instinct The data center said it was powered by GPU sales.
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