AMD CEO Sees Robust PC Demand as ‘Longer-Lasting Situation’
When strong PC “demand signals” began appearing early in the pandemic, “all of us who have exposure to the PC market were wondering” if the robust sales were a “short-term” phenomenon, Advanced Micro Devices CEO Lisa Su told a virtual…
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Credit Suisse investor conference Monday. “As we've now gone through the last six or seven months, we spent a lot of time talking to our customers” and their customers, she said. “This is more of a longer-lasting situation where the PC has just become essential.” One per household makes sense “if you're only using it an hour in a day,” said Su. “Now it's really about one PC per person.” AMD sees 2021 as “a growth year for PCs, which perhaps we haven't heard in a while,” she said. Its product portfolio is “very focused on some of these higher-end feature sets” that will bode well for “our long-term share-gain prospects,” she said.