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Technology Stocks : AMD, ARMH, INTC, NVDA
AMD 154.81-1.9%Nov 26 1:00 PM EST

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To: neolib who wrote (42309)8/2/2021 11:06:33 AM
From: VattilaRead Replies (2) of 43819
 
I have a hard time seeing the correlation with the pandemic at MindFactory. Intel's volume follows traditional seasonal patterns, while being totally dominated by AMD sales. AMD CPUs declined until September last year, at which point volume had an uptick, as Nvidia released the 3000-series of GPU cards, then exploded in November after the release of "Vermeer" based on "Zen 3". Then there has been steady decline in the context of relentless reports about tight supply and poor availability, until the abnormal peak in April, when suddenly supply of AMD's top SKUs had a local peak.

Now, Lisa Su is warning about flat PC demand in the second half, due to shortages in part of the supporting component supply chain. Sounds to me that AMD is prioritising the growth in other markets, with continuing tight supply to the DIY market, and that the decline in sales volume at MindFactory is not indicative of falling demand.

I would be surprised if demand for "Vermeer" in the DIY space is now as low as the declining volume at MindFactory suggests. However, my intuition may be wrong. Perhaps CPU availability now is good, and the problem is the lack of GPU availability to go into PC builds, hence putting a damper on CPU demand.
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