Lisa Su, CEO of AMD, says that the shortage of flea should end next year
The global shortage of flea markets should fade in the second half of 2022, said Lisa su, CEO of AMD on Monday, while warning that the first semester of the year will probably be tight.If its hypothesis is correct it should allow many industries (including the automobile strongly impacted by this shortage), to start again.
The investments made by the founders begin to bear fruit
During an interview that took place at the Code conference in Beverly Hills, California, the current CEO of AMD Lisa SU, announced that the shortage of electronic flea currently affects the whole world will slow down at the endnext year.Most flea manufacturing factories including Intel, Samsung and TSMC at the top of the list have indeed agreed to heavy investments whose efforts should no longer appear to appear.About 20 new manufacturing factories are expected to get out of the ground this year and a similar number next year.Those who were planned last year will probably begin to produce fleas in the coming months, which will help to mitigate the shortages of PC parts and other micropuits."It can take, you know, 18 to 24 months to set up a new factory, and in some cases, even longer than that.These investments started a year ago ”.
Dans la même catégorieAMD mainly sells processors and graphic chips for PCs, play consoles, and servers.Since the start of the COVVI-19 pandemic in 2020, PC sales have jumped, because individuals and businesses around the world have renewed their equipment to deal with the generalized implementation of telework and videoconferencing courses.But the demand for fleas and spare parts has never fallen, even with the deconfining measures and the shortages have extended to other industries, including the automobile.This has helped to increase the turnover of the company that doubled in one year.It was $ 3.8 billion in the second quarter of 2021 against $ 1.9 billion a year earlier.
The evolution of AMD's turnover since the start of the pandemic.
AMD on the game side
The president of AMD also wanted to reassure video game players who also suffer this lack of electronic components.Earlier in the year, the company announced that it did not intend to restrict its graphics cards to prevent the mining of cryptocurrency while its last ones are regularly out of stock, unlike Nvidia who decided to deploy a blocking driverThe mining.A problem for many players who believe that these stock breaks are due to cryptocurrency minors who buy GPUs en masse to build their own farm.
However, Lisa su estimates minors represent only a very low percentage of the company's turnover.As a result, it does not plan to focus on this branch in the future, which it considers "very volatile".In addition, the various measures taken up by China against cryptocurrencies have greatly impacted AMD's market share in this area.
Lisa Su also talked about consolidating the sector which should continue to strengthen.AMD does not make its own chips, but subcontracts production at foundries.Last year, AMD announced that it planned to buy Xilinx as part of a transaction worth $ 35 billion, to strengthen in the semiconductor market, but also to invest innew sectors such as 5G, data centers, automobile and artificial intelligence.She added that there will probably be other transactions in the semiconductor industry."Consolidation is inevitable," said Ms.."Start-ups can do really cool things.I have a lot of respect for these people who create their own business.But if you want to do something very important for the industry, you know, the scale is important ”.