Advanced Micro Devices Inc (MEX:AMD)

MXN 2798.92 -18.08 (-0.64%) Market Cap: 4.56 Til Enterprise Value: 4.51 Til PE Ratio: 123.58 PB Ratio: 3.91 GF Score: 93/100

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

Sep 10, 2021 / 06:05PM GMT

Release Date Price: MXN2089.19 (-1.15%)

Transcript

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 & Answers

Ross Clark Seymore;Devinder Kumar

Deutsche Bank AG, Research Division - MD;Advanced Micro

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?

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