$AMD Lisa Su today on supply constraining growth:
“As you guys know, there are a lot of things in the supply chain that are tight. We happen to be very well positioned where, depending on what quarter it is, we are the third- or fourth-largest customer at TSMC, and we’ve been a very long-time, loyal partner with them.
One of the things that has been interesting is, when Lisa speaks about this, the industry is quite good. If you give accurate forecasts and sufficient lead time, the industry is quite good at getting you supply. It is when you come and ask for stuff way underneath lead time where