MAAT INDEX

CLAIM #5133 · Advanced Micro Devices Inc (AMD) · 2023Q2 earnings call · Aug 1, 2023 · due Dec 31, 2024

We feel that we have ample supply for an aggressive ramp in the fourth quarter and into 2024.

Lisa Su · CEO

PENDING
graded after results covering Dec 31, 2024 are reported

In context

ramp. Aaron Rakers: Yes, that's helpful, Jean. And then just following up on that as well, how have you guys managed through, with that ramp in mind, the supply chain side? I know that your manufacturing partners talked about expanding their capacity significantly. Just curious of what you're seeing as far as being able to fulfill that degree of demand as we look into, not just this quarter, but into 4Q? Lisa Su: Yes, sure, Aaron. So, we have been really investing in our supply chain, the Datacenter growth is so strategic to us, that this has been part of the strategy. So, if you look at all aspects of the supply chain, from the wafers to the backend capacity, to some of the specific components that you need to do something of the class of MI300, we've worked with the entire supply chain. We feel that we have ample supply for an aggressive ramp in the fourth quarter and into 2024. But this is certainly one of the areas that we spent quite a bit of time to ensure that we do have that confidence. Aaron Rakers: Okay. Thank you. Lisa Su: Thanks, Aaron. Operator: And the next question comes from the line of Toshiya Hari with Goldman Sachs. Please proceed with your question. Toshiya Hari: Hi, thank you so much for taking the question. My first one is on the Datacenter business as well. And I just wanted to follow up on the Q3 to Q4 dynamic. And I do apologize if I missed this, but in the implied growth rate in Datacenter in Q4, can you speak to what percentage of supercomputing. I think there is a big project that's slated to ship in Q4. And is there any contribution from the Instinct series outside of supercomputing as well or is it primary your server CPU franchise? Li

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SEC filings for AMD · Claim quote is verbatim from the 2023Q2 earnings call.