Advanced Micro Devices Inc at Deutsche Bank Technology Conference (Virtual) Transcript

Sep 10, 2021 / 06:05PM GMT
Ross Clark Seymore - Deutsche Bank AG, Research Division - MD

Good morning, everyone, or good afternoon for those of you not in the West Coast. Again, I'm Ross Seymore from Deutsche Bank, and we're very pleased to have Devinder Kumar, the CFO of AMD, here with us for our next fireside chat. So Devinder, thank you so much for attending. We'd love to have this be in person, but better to see you one way than not at all.

Questions and Answers:

Ross Clark Seymore - Deutsche Bank AG, Research Division - MD

So why don't we just jump into some of the questions that I have? The last year has been -- well, last few years, but most particularly, this past year has been a great one for AMD. You started the year guiding to 37% revenue growth for the full year, then you upped it to 50%. And then the most recent quarter, you upped it to 60%. How much of that is due to the supply coming on? And how much of it is due to demand and kind of secular market share gains that AMD is being able to take advantage of?

Devinder Kumar - Advanced Micro
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