AMD reported strong financial figures on Tuesday, showing continued demand for its Ryzen CPUs and GPUs and Epyc server processors during the pandemic and its various stay-at-home rules.
CEO Lisa Su did acknowledge AMD is, like the rest of the world, experiencing the effects of the ongoing semiconductor supply shortage. Gamers were hard hit, for example; those who ordered AMD's Radeon RX 6000 GPUs months ago are still waiting for their cards to arrive. The situation is said to be improving.
“We’ve been working on supply for the last few quarters, and I’m quite pleased with the progress we’ve been making – I will say it's tight,” she said during an earnings call with analysts. It probably won’t markedly improve until next year, Su added. “I have confidence that we’ll continue to grow into the second half of this year with the supply chain.”
Here’s a summary of AMD's Q2 2021 earnings [PDF], covering the three months to June 27:
Su was enthusiastic about the demand from cloud giants for AMD's silicon, and said Epyc server chips powered machines in global providers, from AWS and Google Cloud to Tencent and Alibaba. AMD has been doing relatively well in the high-performance computing world, too. Third-generation Epyc processors helped the biz win supply contracts for upcoming supercomputers for Singapore's national supercomputing center and the French Alternative Energies and Atomic Energy Commission.
AMD is making progress in other areas, such as automotive and storage, Su reported. For example, its RDNA GPUs are powering infotainment systems in Tesla’s latest Model S and X electric vehicles. Su said her engineers are working hard to stick to their roadmap. Their goal is to get their Zen 4 5nm Ryzen 5000 CPU series out by 2022 as well as the next-generation RDNA 3 GPUs. You can put AMD's numbers into perspective by reminding yourself of Intel's latest figures here and here. ®
https://www.theregister.com/2021/07/28/amd_google_apple_q2_resutls/
Created by Tan KW | Aug 11, 2024
Created by Tan KW | Aug 10, 2024
Created by Tan KW | Aug 10, 2024