In brief: Server CPUs are a major driver of revenue growth for AMD, but the company says it still cares about gamers and will do its best to improve the availability of its high-end CPU and GPU parts for desktop and laptop PCs. That aside, the company is contemplating custom Arm-based silicon designs, citing interest from several customers. Recently, Deutsche Bank’s Ross Seymore asked AMD CFO Devinder Kumar about a range of topics concerning the company’s financial performance over the past year. One of the interesting things revealed during the discussion is that AMD’s impressive 60 percent year-over-year revenue growth is mainly held back by ongoing supply issues with chip substrates that limit the company’s ability to produce more processors, GPUs, and console APUs. That issue could be related to the fact that TSMC is already cranking as many wafers as it can , and expanding capacity is a slow, multi-year process. Kumar was hesitant to say when things might improve, but did express optimism that come 2022, the supply will be better than it is right now. With this in mind, it becomes a question of how to distribute the limited production capacity across product categories and maximize revenue…. Read full this story
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