In fact, AMD CEO’s speech can hardly be called a revelation. It seems that she said all this just because she just needed to say something. Lisa Su did not make any hints about AMD’s own solutions and did not even predict the model of competition with Apple. On the contrary, she seemed to be afraid to make any confessions, leaving the full impression that the company entrusted to her simply does not know how to behave in this situation.

Apple Computers Graphics

Some Apple computers still use AMD graphics, but not for long

“We expect more focused solutions in the PC market over the next two years, bringing greater differentiation. This will give consumers more choices. But, as far as Apple is concerned, we continue to be its partner and supplier of graphics for its computers, ”concluded Su.

Obviously, the top manager could not say about the imminent termination of cooperation with Apple, so as not to bring down the shares of the company entrusted to her. But at the same time, it doesn’t take a genius to realize that a couple more years will pass and Apple will no longer need AMD products that it has been using for many years. After all, as Tim Cook said, the entire line of Mac computers will switch to the ARM architecture before the end of 2022.

AMD is in a difficult situation. On the one hand, it loses a strategically important partner, although it does not talk about it, and, on the other hand, it itself cannot offer the market anything else. After all, it is logical that otherwise Su would definitely have said this, especially since several years ago AMD had an ARM processor project, which it curtailed due to its technical imperfection and, apparently, is not going to return to it.