Posted on Thursday, January 28 2021 @ 14:25 CET by Thomas De Maesschalck
During the company's
fourth quarter earnings call, AMD CEO Lisa Su once again reiterated that the current shortages will not disappear anytime soon. Su said supply constraints will last through the first half of the year but promises additional capacity will come online in the second half of this year.
Lisa Su
Yes, sure. So certainly, when I look at the semiconductor environment in 2020, it was very strong. So we saw a strong revenue ramp in our business as well as across some of our peers. It's fair to say that the overall demand exceeded our planning. And as a result, we did have some supply constraints as we ended the year. Those were primarily, I would say, in the PC market, the low end of the PC market and in the gaming markets.
That being said, I think, we're getting great support from our manufacturing partners. The industry does need to increase the overall capacity levels. And so we do see some tightness through the first-half of the year, but there's added capacity in the second-half.
And then as - in terms of how we think about these things. So for our full-year annual guide, we do have good visibility on both the demand side and the supply side and that was the basis for the guidance across the businesses.
