After completing the largest acquisition in AMD’s history, CEO and President Dr. Lisa Su told Yahoo Finance she thinks we’ll have to wait until the second half of 2022 to see anything like a graphics card relief amid a severe shortage of chips .
That’s in line with what Nvidia’s rival CEO Jen-Hsun Huang has said about its expected GPU supply. “We feel better about our supply situation” as they are also looking ahead to the second half of the year, he said.
The Good Doctor believes that the acquisition of semiconductor maker Xilinx should result in a more efficient supply chain — meaning more products are in the hands of customers.
Chip shortages have impacted not only the availability of gaming hardware such as consoles and GPUs, but also electronics across industries, such as car and medical. Experts predict that this chip shortage may continue until the end of this year, or even into 2023.
Asked about the end of the chip shortage, Dr Su said she “believes it will continue to be tight in the first half of the year. But with the second half of the year, I think things will get better. […]We are now planning multi-quarter, multi-year collaborations with our customers to create a more efficient supply chain… We want to use this scale to ensure we have more than a fair share of capacity and support in the industry. “
.@AMD CEO @LisaSu on capacity post-XLNX acquisition: “We are now planning multi-quarter, multi-year collaborations with our customers to create a more efficient supply chain…We want to use this scale to ensure …we get more than our fair share of capabilities and support in the industry.” pic.twitter.com/d37MZoxZsMFebruary 14, 2022
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Dr. Su also commented that she expects more growth from AMD in the current console cycle. Demand is only expected to increase, and she also hinted that console sales have yet to peak.
That’s a big deal for AMD, as it supplies the chips for the Xbox Series X/S and Playstation 5 game consoles. So yes, you could say AMD has a vested interest. Whether that means you can buy a fancy new console this year when you need it, however, remains to be seen. Fingers crossed!