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48. Mark Papermaster, CTO and EVP at AMD
Feb 12, 2025
Mark Papermaster, CTO and EVP at AMD, shares insights about his engineering journey and the company's evolution from a component supplier to a key player in semiconductors. He discusses AMD's diverse portfolio tailored for AI, including CPUs and GPUs, emphasizing their commitment to performance and openness. The conversation also covers their innovative DeepSeek AI technology and the importance of balancing investment in innovation and profit margins. Mark's experiences from Apple products like the iPhone enrich the dialogue on teamwork and leadership in tech.
39:46
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Quick takeaways
- AMD's transformation into a bankable supplier in AI-powered technologies is marked by its diverse semiconductor portfolio and strategic acquisitions.
- The company's commitment to open standards and collaboration plays a crucial role in empowering startups and enhancing technological applications across industries.
Deep dives
AMD's Evolution and Market Strategy
AMD has undergone significant transformation since its foundation in 1969, evolving into a major player in the technology sector. The company initially gained traction by cloning Intel's processors, which emboldened a culture of innovation and resilience. In 2011, under the leadership of Mark Papermaster and CEO Lisa Su, AMD focused on refining its x86 architecture, adopting chiplet technology, and transitioning to a fabless manufacturing model. These strategic changes have propelled AMD's market cap to $185 billion, allowing it to compete effectively in various segments, including CPUs and GPUs for gaming and data centers.
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