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Components & Peripherals News

AMD CEO On EPYC Momentum, Xilinx Gambit And Gaming GPUs

Shane Snider

The Santa Clara, Calif. chipmaker brings data center heat and beats second quarter estimates, but warns a cooldown is coming.

Cooldown coming

It’s no secret that the overall economy is retracting after a global fight against the COVID-19 pandemic. Su acknowledged that AMD is not immune from the macroeconomic pressures – but she offered hope that AMD is still in a good position to weather the coming cooldown.

“We are being more conservative in our PC outlook,” she said. “As we look at the current situation, some of the COVID lockdowns and things in the second quarter, I think there was a bit of a buildup in PC inventory, and we’ve taken that into account in the second half. We think the AMD portion of that is modest. We were still supply constrained in the second quarter, even on the server side. We have additional supply that’s coming online, especially as we get towards the end of the year that will really help us meet more of the demand from customers.”

 
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