AMD CEO Dr. Lisa Su Discusses Chip Shortage and Xilinx Acquisition

GoodBoy

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"we are going to ramp up production.." lol it's outsourced! With only 2 vendors to pick from! And they both are both swamped as fuck...

She gave good "CEO" answers for the board of directors and any shareholders listening. Which is what she is supposed to do.

Reality: this shit isn't ending anytime soon..
 

Saabjock

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He asked if a 'shortage' of chips was good or bad.
She rep[lied it is... good.
Huh!....
You'd believe the answer to be bad... unless he was asking if the shortage was due to everything being bought.
That still would be bad and the answer should still be no.
If you have nothing to sell, all you wind up with are pi##ed off clients.
 

Krenum

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CEO: What you want to hear.
Reality: What you know to be true.
 
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"we are going to ramp up production.." lol it's outsourced! With only 2 vendors to pick from! And they both are both swamped as fuck...

She gave good "CEO" answers for the board of directors and any shareholders listening. Which is what she is supposed to do.

Reality: this shit isn't ending anytime soon..


Like I said,she lied through her teeth.
 

pillagenburn

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We had nearly a decade of very marginal CPU advancements while AMD played catch-up with Intel.

All the while Intel lied to the market about its real CPU performance at the expense of security and God knows if they secretly sold access to those exploits and are under a permanent Federal gag order under the guise of "national security" or something along those lines.

So we have the better part of a decade of pent up CPU demand being rapidly unleashed when AMD blows the doors off of Intel.... shortages are not particularly surprising to me.
 

OFaceSIG

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When I was in college taking business we studied shortage models. Shortages create demand which allows prices to go up. That does "help" companies no doubt. However, there is a flip side to it. You're turning customers away that you cannot serve. You don't want to do that for too long. Moving inventory is great but you don't want folks going to your competition either. It happened to me. I needed a hex core for my kid's new machine, and a few months ago it was hard to even get a 3600. What did I do? I got a 10400 for him. It was an easy choice.
 

OutOfPhase

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She's not wrong. It is good for them, even if not optimal for them or us.

They and we would be much happier if every customer who wanted their goods could actually get a part. But failing that, selling every single part you make instantly is a good thing for the company for sure.

Still kinda want her ring. Crikey, I even thought that in Gollum voice.
 

DTN107

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I want to believe the shortage is good in the long run. Under this kind of stress, new ideas and innovations are brought to the table that can further advance the processing of CPUs. Well ideally it should.
 

IceCaveMan

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Like I said,she lied through her teeth.

You know a big fat zero about business. A chip shortage means massive forward-moving addressable market. By any business measure it's fabulous news for AMD. The shortage is driven by DEMAND. They already have and are still projected to sell a gazillion chips and could even bump prices.

I wouldn't put it past her to lie if she wanted to, but here...she absolutely categorically DID NOT lie.
 

Krenum

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You know a big fat zero about business. A chip shortage means massive forward-moving addressable market. By any business measure it's fabulous news for AMD. The shortage is driven by DEMAND.
Its only driven by demand because they can't make enough product. If they had an over abundance of product, the demand would eventually level off when customers had their needs met. Right now, neither the customer or the company who makes the products are having their needs met.
 

1_rick

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Its only driven by demand because they can't make enough product. If they had an over abundance of product, the demand would eventually level off when customers had their needs met.
Welcome to The Law of Supply And Demand 101.
 

travm

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He asked if a 'shortage' of chips was good or bad.
She rep[lied it is... good.
Huh!....
You'd believe the answer to be bad... unless he was asking if the shortage was due to everything being bought.
That still would be bad and the answer should still be no.
If you have nothing to sell, all you wind up with are pi##ed off clients.
This isn't entirely true.
When everything is bought, its good. Its when everything isnt sold, or sold for a loss that things are bad.
 

KazeoHin

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I mean, it's Jim Cramer, a financial sector reporter/talking head.

This is all in the context of AMD's share price and company financials.

AMD is literally selling everything it can make as fast as it can make them. Financially this is great.
 

cdabc123

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Also keep in mind. Unmeetable demand can be great for a company like amd who has to secure Fab space well ahead of time. This let's them do that and could bring good growth for the company provided the demand doesn't disappear (demand for silicon solutions won't) or they over anticipate future needs.
 

Lakados

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When I was in college taking business we studied shortage models. Shortages create demand which allows prices to go up. That does "help" companies no doubt. However, there is a flip side to it. You're turning customers away that you cannot serve. You don't want to do that for too long. Moving inventory is great but you don't want folks going to your competition either. It happened to me. I needed a hex core for my kid's new machine, and a few months ago it was hard to even get a 3600. What did I do? I got a 10400 for him. It was an easy choice.
Right but they are turning away the fewest customers ever. They have produced more chips than ever before and they are 100% sold out and don’t for a minute think they are selling them to vendors at their original price. This shit is a free for all, AMD is making record profits this is going to be a legendary year for their books.
 

IceCaveMan

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Teens and wannabes might want to pass on this...

But ask any business: Is it good if your production is strong, delivered sales are way, way up...yet you still have lines of customers beating down your doors to buy your products?

Ask this business: is this good?

I'm still laughing at anyone who thinks such a business would be lying to agree that it's great. I'll have to live with the forum posts: Children on the internet.
 
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Red Falcon

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Like I said,she lied through her teeth.
tumblr_ne0a96ssH91r62mtoo1_500.jpg
 

chrcoluk

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Unsold stock is bad for a business. Stock shortages ensures everything made is sold, and also makes it easier to increase prices.
 
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I mean, it's Jim Cramer, a financial sector reporter/talking head.

This is all in the context of AMD's share price and company financials.

AMD is literally selling everything it can make as fast as it can make them. Financially this is great.
This is what everyone seems to be missing. This show isn't targeted at consumers or tech enthusiasts who are concerned about not being able to get their CPU and / or GPU, it's targeted at financial investors looking to allocate funds. For AMD everything is flying out the door while Intel is still playing catchup. Demand has skyrocketed so much you can see ding dongs in the for sale section still buying up any 5000 series CPU or 6000 series GPU to trade them even if they aren't going to use them. People are literally buying your expensive products who are not going to use them because they've become a commodity. What more could you want for your business?
 

w1retap

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It has finally trickled down to consumer/hobbyist stuff now. I can't even get certain CPLD's now for projects I'm working on, mainly Altera stuff. I don't include "suppliers" like Aliexpress, because a high percentage of those are counterfeit when I've received them from there.

Example of Digikey's lead time tracker:
https://www.digikey.com/en/resources/reports/lead-time-trends
 

wandplus

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It has finally trickled down to consumer/hobbyist stuff now. I can't even get certain CPLD's now for projects I'm working on, mainly Altera stuff. I don't include "suppliers" like Aliexpress, because a high percentage of those are counterfeit when I've received them from there.

Example of Digikey's lead time tracker:
https://www.digikey.com/en/resources/reports/lead-time-trends
Can you say which products turned out to be counterfeit and how you can tell?
 

auntjemima

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w1retap

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OutOfPhase

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And don't get me started on capacitors. Good lord is it irritating to qualify a supply-chain now.
 
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