Sean Hollister, The Verge:
Yes, you read that headline right: despite the fact that neither AMD nor Nvidia manufacture a product that requires a magnetic drive, both claim that the hard drive shortages that resulted from the 2011 Thailand flood disaster impacted their ability to sell graphics processors, and ultimately their bottom line. Both AMD CEO Rory Read and Nvidia CEO Jen-Hsun Huang had said last quarter that they didn’t expect any impact at all from the floods — “it’s really a non-factor,” said Huang — but Nvidia just told the world that it may have earned roughly $116 million less revenue than the company originally expected due to the hard drive shortage (as well as Tegra 2 decline), and AMD told investors that it saw “a little bit of pressure in terms of hard disk” during its earnings call today.
Sure, that’s the explanation — not that demand for Windows PCs is drying up. I’m surprised Nvidia couldn’t make up the difference with Tegra 2 chipsets that powering all those best sellers on the “non-iPad tablets” list.
★ Wednesday, 25 January 2012