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• #3662 S_x96x_S addikt

  Új Válasz 2020-08-05 16:33:58 #3662

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  S_x96x_S

  addikt

  Exclusive: The State Of AMD’s Supply Chain, August 2020
  https://wccftech.com/exclusive-the-state-of-amds-supply-chain-august-2020/

  "So to answer the question, no, AMD is not capacity constrained. They are experiencing a supply chain lag due to conservative forecasts by the ecosystemas well as unprecedented demand for a product that has brought strong competition back to the market, and should be able to rise up to meet demand in a month or two. This is one of the reasons why I believe AMD has also guided up on revenue (since they expect to be able to meet any further demand). On the contrary, AMD's ability to scale to demand is actually impressive considering the 200% increase in unit shipments over a quarter and more on the way."

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