AMD avoids significant impact of deficit on business

Since the beginning of this year, AMD management has been systematically increasing the forecast for annual revenue growth, and by the moment it has grown from 50 to 65%.

At the recent reporting conference the head of AMD Lisa Su explained that it would be impossible to count on this without the ability to steadily increase the supply of products. It is possible to level out the impact of shortages through long-term supply planning.

At least, this is the wording used by AMD CTO Mark Papermaster in his comments at the Web Summit conference, quoted by Reuters. “Our supply specialists have worked through the issue in such a way that supplies for months and years to come are carefully planned,” the spokesman said. “Everyone has had to pay more attention to the supply chain, but we’ve been doing that since the beginning of the pandemic,” as Mark Papermaster added.

However, he mentioned another factor that adds weight to AMD’s negotiations with suppliers: “We use advanced process technology and are a big buyer in that area, which definitely helps ensure supply stability.” In the automotive segment and consumer electronics production, component supply problems concern products made with more mature process technologies. In this sense, AMD is partially protected from problems for the reason that it uses advanced lithography.

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