AMD CEO Lisa Su talks stock shortages and future plans

[Iota]

But these shortages are pretty much across all components.

They are indeed.

What I’m getting at is that all of these companies, AMD, Nvidia etc seem to be pushing the message that there is no supply issue, no issue with components etc and if there is it’s minor and they can manage it. They’re saying that the scarcity is due to overwhelming demand and popularity. But as I say, there is no evidence of this and it is just puffery for investors so that their share prices stay nice and high.

I'll point you directly back to the article you're commenting on, the very first question Hexus asked was about the supply issues;

HEXUS - Appreciating that many hardware tech companies are facing similar challenges from a supply point of view, with industry giants such as TSMC having difficulty in securing enough quantity of essential materials such as ABF substrate, and other components being scarcer and more expensive than usual, I wondered how AMD perceived the situation in the near-term and when it expected supply to get back closer to a long-term normal.

Lisa Su - I think it is fair to say that you've seen some reports of substrate shortages, and we also see tightness in the substrate market. This is more a function of that demand has outstripped overall worldwide capacity. We do see more capacity coming online, including AMD investments, but it takes some time get those online. The industry is overall reacting in ensuring that we do put more capacity online, and I expect that to happen through 2021.

There isn't some conspiracy going on to limit products to consumers or OEMs, it's purely down to limited capacity in ABF substrate that is used as an insulator to most ICs, if you need a primer on how it could have an effect on production of chips etc try Googling "ABF Substrate". The capacity is currently limited, which is being increased (not an overnight solution). Every chip maker that has a design using ABF substrate is going to be in the same situation, considering the volume of new products that have been launched, this is one of the reasons we're seeing supply constraint across the whole board of products that have been released recently by AMD, Nvidia, Sony, Microsoft etc.

Not some conspiracy theory, it's down to capacity of supplies.

[mers]

Good job Nvidea , Intel and AMD don't make toilet rolls then , we'd really be in the sh*t.

[moizhaq99]

AMD are very fast

[moizhaq99]

My 5900x is fast but can get quite hot

[DanceswithUnix]

My 5900x is fast but can get quite hot

Swap it for my nice cool running 3700X ?

[Dribble]

Yes, I get that. But why are they not admitting that a large amount of it is going directly to miners? I know these companies are going to chase the money, but it’s disingenuous and it sucks for consumers, gamers and enthusiasts who they market to and harp on about wanting to offer a great product to.

Where is the proof of this? I find it very unlikely that either Nvidia or AMD sell anything directly to miners when supply is constrained, as they'd make more money and buy more goodwill by selling them to end consumers.

[DanceswithUnix]

So PC sales grew 26% last quarter. In a world where goods are hard to move, that does seem quite the hike.

https://arstechnica.com/gadgets/2021...teady-decline/

[Diabo593]

Half of 2021... hope it steadily improves at least.

[3dcandy]

Both the above comments show the realistic issues and problems that are affecting this industry right now. Massive hike in demand, global pandemic affecting labour and movement of goods...

I can see the stock shortages lasting most if not all of 2021 in some form

[kalniel]

Yeah, we've got car manufacturing delayed due to chip shortages too.

[mulven]

I'm a big fan of AMD but I just wish they would've been honest regarding their RX 6000 stock. I managed to get my hands on a 6800 from AMD directly but it's been nigh on impossible to get a 6800XT and the AIB pricing is god awful.

[3dcandy]

I'm a big fan of AMD but I just wish they would've been honest regarding their RX 6000 stock. I managed to get my hands on a 6800 from AMD directly but it's been nigh on impossible to get a 6800XT and the AIB pricing is god awful.

You think anybody has done well with shortages?

[Diabo593]

They didn't say that. Some have just done better than others, even if that's still not doing well. With AMD their drops are truly rare. Nvidia FE drops are rare too, but you see them pop up far more frequently than AMDs.