AMD is on a real tear at the moment—and has been for the last couple of years, really—but it's also been beavering away in the background to make sure that it's able support its exponential growth with enough silicon to actually satisfy demand. That, at least, is the laudable goal for Dr. Lisa Su and Co.
The company has just turned in its 2021 financials, listing a 68% rise in overall revenue compared to 2020, which includes double-digit percentage growth in terms of both GPUs shipped and revenue. Someone's getting hold of AMD graphics cards, then, and the company is looking to keep that going because Dr. Su is still feeling «underrepresented in the business» of GPUs.
And with the ongoing chip shortage still blighting the industry, any hoped-for growth in AMD's graphics card market share is going to be stunted if it can't actually create enough Radeon silicon to fill the demand for its GPUs. That will be a serious concern if the next-gen RDNA 3 graphics cards, once again confirmed for release this year, improve upon the already excellent RX 6800 XT.
«Demand for our product is very strong,» says Dr. Su in the recent earnings call, «and we look forward to another year of significant growth and share gains as we ramp our current products and launch our next wave of Zen 4 CPUs and RDNA 3 GPUs. We have also made significant investments to secure the capacity needed to support our growth in 2022 and beyond.»
The industry hasn't just been struggling with getting chips out of TSMC—though that is always going to be some sort of a constraint—but other parts of the manufacturing chain have seen price increases and supply problems. That means AMD has to focus on shoring up the entire chain, not just squeezing more GPUs out of its
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