If there was a message underlying AMD chief executive Lisa Su’s comments after the company’s third-quarter earnings call, it’s this: AMD is not a low-end supplier any more.
About a week or so after Intel reported an unexpectedly prolonged processor shortage in its own earnings report, Su was asked whether AMD would step in, especially at the low end of the PC market. Though she said she saw “pockets” of weaker demand in the low end, her response was telling: “It’s not a significant driver of the business,” she said.
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