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To: neolib who wrote (43321)10/26/2021 5:45:16 PM
From: neolibRead Replies (1) | Respond to of 72671
 
Supply constraints and seasonality going into 2022?

Normally Q1 down from Q4, but too early to say much.

Hypers and ARM based designs. Opportunity or threat and AMD and custom?

AMD views this as opportunity. IP portfolio is strong and AMD is working closely with hypers for their vision of solutions, CPU, GPU, Xilinx, etc, see this as an trend.


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