Posted on Thursday, December 05 2019 @ 13:03 CET by Thomas De Maesschalck
One last tidbit from the Credit Suisse Annual Technology Conference 2019. Asked whether NVIDIA is taking a hit from the Intel CPU supply issues, NVIDIA CFO Colette Kress
replied that the firm hasn't really seen any real impact from this. She mentioned that NVIDIA GPUs are typically found in higher-end computers, whereas the Intel CPU shortages are more concentrated in the lower-end of the market.
Unverified Company Representative
That's helpful, and then somebody idiosyncratic issues in the near-term; one, Intel is having some supply issues. Help us understand how that may or may not be affecting your business? And two, just China-U.S. trade, do you see any impact within gaming because of that dynamic?
Colette Kress
Yes. In the case of the overall CPU shortages, were probably going on about a year of talks of CPU shortage pieces. As I'll remind, in terms of where we are in both the desktop and/or notebook, we tend to be in more high-end types of systems. We find that our OEMS are generally target more of that high-end as well. So we haven't seen any real impact this last quarter from overall CPU shortages. Going into Q4, we've taken into account what we know and is incorporated in our guidance as well.
