Probably alluding to the under-shipping of GPUs; stated by Lisa Su during the recent investor call[0]
[0]https://www.fool.com/earnings/call-transcripts/2023/02/01/ad...
Nvidia relaunched the 4080 12gb as the 4070ti reducing the price by $100. There has to be one hell of a profit margin on the high end cards.
Cheap and good enough can absolutely be a way to win.
If AMD actually competed on price then they'd be shifting the GPU market away from Nvidia.
They seem content however just be second best but making bank.
The take from multiple[2][3][4] journalists on that call is they're trying to avoid a "supply glut" and maintain high prices.
[1] https://seekingalpha.com/article/4574091-advanced-micro-devi...
[2] https://www.pcgamer.com/amd-undershipping-chips-to-help-prop...
[3] https://gamerant.com/amd-undershipping-graphics-cards/
[4] https://www.extremetech.com/computing/342781-amd-ceo-says-it...
they're talking to the public, i.e. investors, and they could easily be saying "our current sales figures are lower not because our product is not popular, but because there is currently a large inventory downstream to meet current demand. When that glut is cleared, expect our sales to resume."
if downstream sellers have sufficient inventory, the only way to induce them to buy more would be for AMD to drop prices. If AMD cards are in hot demand and selling out immediately, restricting supply would be artificially boosting prices. But if the downstream pipeline is full, it's not right to say that reduced demand from wholesalers while that glut clears is AMD artificially boosting prices.
you've seen evidence for this, or it's your opinion?
>AMD had a chance to really pull ahead of Nvidia
with a graphics card line that you just told us is far behind Nvidia's?