AMD Chief Executive Lisa Su said on her companys earnings call last month :
But its important to say we didnt have cryptocurrency in our forecast, and were not looking at it as a long-term growth driver.
Hmm

That is clearly a strategic mistake. Bye bye AMD
I strongly suspect they are being realistic about it.
The massive surge in mining the last 4 months is NOT sustainable unless major altcoins like ETH start climbing hard on pricing again.