Lisa Su, AMD’s CEO continues to believe that the shortage period should begin to subside in the second half of 2022. During the Code Conference in Beverly Hills, California, Lisa confirmed her vision of the market evolution in an interview with CNBC.
For her, it is only when production capacity, which was started last year, is likely to start producing chips that this influx of volume will help ease shortages of PC parts and other components.
Pandemic solely responsible, no impact from mining
“It can take, you know, 18 to 24 months to set up a new factory, and in some cases even longer than that,” she said. and unfortunately, most of the new factories were launched not long ago. “These investments started maybe a year ago,” Lisa Su added. Obviously, the pandemic is the cause of this tension, but even when the health situation eased, demand for chips and PC parts remained high and shortages spread to other industries such as automotive. AMD does not consider mining to have an impact on the situation. On this point it’s hard to know if the reds’ talk is not just “political” given the feedback we have on AMD GPUs.
AMD wants to strengthen again
If the boss of AMD begins to draw the prospects of a return to normal, she does not seem to worry about a swing effect that would generate an overproduction by 2024. For her, new opportunities in the semiconductor industry will emerge from this period. AMD is still in the process of acquiring Xilinx, but the company has not yet received all the necessary approvals to finalize the deal. But for its part, it seems to imply that this is just the beginning because “consolidation is inevitable.” After the “Treasure Hunts” we should probably see a giant game of “Monopoly” in the next few years.
