Detailed view for this entity.
“Um I think it's entirely reasonable to expect that we will see a material demand trough in North America in the fourth quarter.”
“We saw demand accelerate across the data center, PC, gaming, and embedded markets, launched the broadest set of leadership products in our history...”
“there's no question that the demand continues to be strong and so we're working with our supply chain partners to increase supply as well but from what we see today I think the overall server situation is strong.”
“we've heard from Micron during the earnings that they're still only fulfilling 50 to two-thirds of a company's demand. So, there's still so much pent up demand.”
“we're going to see this crazy demand of AI chips and and the supply is not going to be there. Supply is not going to be able to match it anytime soon.”