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> Most of the downturn in shipments is blamed on excess inventory shipping in prior quarters impacting current sales. This is in line with comments from Drew
by V__ 4y ago
> Most of the downturn in shipments is blamed on excess inventory shipping in prior quarters impacting current sales.
This is in line with comments from Drew Prairie (AMD’s VP of communications): [1]
> We are shipping below consumption because there is too much inventory in the channel and that partners want to carry lower levels of inventory based on the demand they are seeing
[1] https://www.pcworld.com/article/1499957/amd-is-undershipping-chips-to-keep-cpu-gpu-prices-elevated.html https://www.pcworld.com/article/1499957/amd-is-undershipping...