AMD Reports First Quarter 2021 Financial Results

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#5908149
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Very nice results. From a recent moribund 🙂 And the outlook is up as well. Even if in low single digits. Steady as she goes...
#5908156
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Funny thing is that AMD's revenue is only based on their ability to negotiate production capacity from TSMC. There was time when they paid GloFo even if they did not produce. Today, if GloFo was relevant to cutting edge chip production, AMD would take all they could.
#5908160
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Fox2232:

Funny thing is that AMD's revenue is only based on their ability to negotiate production capacity from TSMC. There was time when they paid GloFo even if they did not produce. Today, if GloFo was relevant to cutting edge chip production, AMD would take all they could.
It's mind boggling to think how much money has been left on the floor. If TSMC could satisfy the worlds current insatiable appetite for it's chips.
#5908175
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Maddness:

It's mind boggling to think how much money has been left on the floor. If TSMC could satisfy the worlds current insatiable appetite for it's chips.
Yes, particularly as you can see from the margins they are having to spend far too much of their precious TSMC allocation on low margin console chips, not higher margin cpu+gpu's.
#5908217
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Dribble:

Yes, particularly as you can see from the margins they are having to spend far too much of their precious TSMC allocation on low margin console chips, not higher margin cpu+gpu's.
The good news about that is, most people who want those console chips have already got one. That means more production can soon be diverted to other higher-demand products.
#5908220
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schmidtbag:

The good news about that is, most people who want those console chips have already got one. That means more production can soon be diverted to other higher-demand products.
What? Maybe I'm missing something, but the PS5 and XSX are still almost impossible to find in many places. Demand is still much higher than supply.
#5908227
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rm082e:

What? Maybe I'm missing something, but the PS5 and XSX are still almost impossible to find in many places. Demand is still much higher than supply.
I said most, not everyone. Demand can still outpace supply even if the majority of people own one. My point is it shouldn't be much longer until console demand is met.
#5908277
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What makes you think demand is almost met?
#5908332
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Imagine what they could do if they were not so constrained by supply capabilities. I suspect prices would be lower but increased sales volume would more than make up that difference.