AMD fans who are anxiously waiting for that Ryzen 5000 Series CPU and/or Radeon RX 6000 Series GPU to come back into stock will need to continue exercising their patience. During yesterday’s Q4 2020 earnings call, AMD CEO Dr. Lisa Su was asked about supply constraints and admitted that it was an obvious, ongoing problem in both the PC and gaming markets. While capacity levels are said to increase later in the year, Su warned that stock would remain tight through the first half of 2021.
“[…] It’s fair to say that the overall demand exceeded our planning,” Su said. “And as a result, we did have some supply constraints as we ended the year. Those were primarily, I would say, in the PC market, the low end of the PC market and in the gaming markets.”
“That being said, I think we’re getting great support from our manufacturing partners. The industry does need to increase the overall capacity levels. And so we do see some tightness through the first half of the year, but there’s added capacity in the second half.”
“And then as in terms of how we think about these things. So for our full year annual guide, we do have good visibility on both the demand side and the supply side. And that was the basis for the guidance across the businesses.”
AMD had plenty of good financial results to share for investors, however. The company flaunted a revenue of $3.24 billion for the fourth quarter, up 53 percent year-over-year, as well as a full year 2020 revenue of $9.76 billion. Quarterly and full-year net income more than doubled from the prior year thanks to strong sales of Ryzen processors and other products.