The demand that we saw on day one was really unprecedented […] priority number one is restocking all of our partners, [which] means all the way from retailers and e-tailers back to our add-in board partners. […] As we look forward at our graphics business throughout the rest of this year we want to make sure that users are able to buy cards at the prices that they expect to see in market. We’re doing everything we can to make that happen […] I think as we refill the channel from what happened last week you’ll see more supply coming across not just the opening price points but across the entire range as we look at the rest of this quarter (Q2) and beyond.
I think one of the things that’s important to address is that there are pieces of the graphics business that are far more complicated […] than our CPU business. On the CPU business […] we control that end to end. With the launch of RDNA 4, we sell an ASIC to our board partners who then have a range of designs that they want to enable, and then the end retailers and e-tailers around the world are the ones who are picking the assortment of cards that they want to carry for day one. We can help in that process, but it’s something that we don’t honestly directly control. The biggest thing that we can do, and the biggest thing that we are doing quite honestly is ramping supply of Navi 48 very very aggressively.
The last few weeks for AMD have been pretty remarkable. The chipmaker is firing on all cylinders: the Ryzen 9 9900X3D and 9950X3D have arrived to universal praise, the Ryzen AI Max
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