During yesterday's earnings call with financial analysts, AMD CEO Lisa Su admitted that her firm didn't see a lot of benefit from the shortage of 14nm CPUs from Intel. Su said AMD sold a bit more low-end CPUs, but overall it was not a big contributor to AMD's business:
Hey, good afternoon. And thank you for taking the question. Lisa, we continue to hear about the CPU shortage, which is obviously primarily caused by your competitor. I'm curious, are you seeing any impact on your business in the near term? And more importantly, as we go into the second half and the ramp capacity, are you concerned at all that could disrupt your business, whether it’d be market share swings or pricing pressure? And I have a follow-up.
Sure. So, as it relates to CPU shortages in the market. Look, we see a little bit of that, I would say, there are pockets per footage, mostly at the low-end of the market, frankly. So, from our standpoint, I don't believe it's a huge contributor to our business.