We asked Moore about whether memory suppliers are inclined towards catering to the AI sector, leaving consumers behind, and here’s what he had to say:
"Well, first I would want to try to help everybody understand that the perception may not be exactly correct, at least from our point of view. So I would never want to tell someone what to think or that they’re wrong, but our viewpoint is that we are trying to help consumers around the world. We’re just doing it through different channels. We still have a very sizable business in the client and mobile markets. We are also, of course, servicing our data center customers.
And what’s going on right now is that the TAM and data center is growing just absolutely tremendously. And we want to make sure that, as a company, we help fulfill that TAM as well."
"Well, first I would want to try to help everybody understand that the perception may not be exactly correct, at least from our point of view. So I would never want to tell someone what to think or that they’re wrong, but our viewpoint is that we are trying to help consumers around the world. We’re just doing it through different channels. We still have a very sizable business in the client and mobile markets. We are also, of course, servicing our data center customers.
And what’s going on right now is that the TAM and data center is growing just absolutely tremendously. And we want to make sure that, as a company, we help fulfill that TAM as well."
Thats a lot of words for just saying “Yes!”.