Downplays HDD shortage, hopes to gain share
doesn’t seem too concerned by the hard drive shortage and CEO Rory Read doesn’t expect much pressure or disruptions.
Speaking at a tech conference Read said the shortage will manifest itself throughout Q1 and possibly Q2, but argued that supply chains are very resilient. Read believes AMD still has a good chance to make some gains and boost its market share despite the downturn in the PC industry.
Read said AMD has to focus more on its consumers rather than on Intel. He argued that the outfit needs to take the ARM competition, namely Qualcomm, more seriously. He did not dismiss the possibility of acquiring an ARM license, either.
"What's most important is that you always listen to the customer," Read said. "When the customer speaks, the industry speaks, you've got to listen."
However, although Read thinks it would be simple to enter the ARM race, much like Eisenhower and Khrushchev, AMD’s priority for the time being will remain x86 chips. If the market continues shifting to ARM chips, AMD will not hesitate to embrace them. He warned that Intel won’t be willing to make such changes and it will try to maintain the status quo.