First time, I've seen a major technology industry executive say this. Remember AMD makes the chips for both the Playstation 4 and Xbox One.
https://www.barrons.com/articles/amd-ceo-lisa-su-interview-51548869894
"The majority of our revenue in semi-custom is game consoles. If you were to look at any of the console generation charts, by the time you get to the seventh year in the console cycle, units usually drop double digits or in that range. And that's sort of the view that we have."
https://www.barrons.com/articles/amd-ceo-lisa-su-interview-51548869894
"The majority of our revenue in semi-custom is game consoles. If you were to look at any of the console generation charts, by the time you get to the seventh year in the console cycle, units usually drop double digits or in that range. And that's sort of the view that we have."