AMD CEO Lisa Su admitted yesterday at the JPMorgan conference that the silicon market's supply shortage is forcing them to focus on high-end chips at the expense of lower-end products. This could be a reason why consumers are not rushing to new APU lineups, but also why products like the Ryzen 5 3400G are hard to find.

Lisa Su responded to a question about whether AMD would have been more profitable this year if it had more production capacity. Her answer was that, like most semiconductor companies, demand now exceeds supply, and it probably would. Then it becomes a question of priorities.

"There are some compute that are left underserved," (via SeekingAlpha).

"Particularly if you look at some segments of the PC market, the low end of the PC market, we're prioritizing higher end commercial SKUs, gaming SKUs, things like that. While it makes sense that AMD is focusing on where it can make the most profit, that still doesn't please those who are trying to build budget machines right now." Some system builders are starting to focus on gaming PCs with integrated graphics. But it would be great if DIY gamers could have the option of building their own $400 machine.

AMD is currently in very good shape financially and recently updated its guidance from 37% y/y growth at the beginning of the year to 50% y/y growth now.

There was some good news from the conference as well, as Lisa Su stated, "I believe we will have more production capacity coming online over the next few quarters."