Bloomberg Tech AMD CEO Lisa Su on the Chipmaker's AI Forecast
Aug 6, 2025
Lisa Su, the dynamic CEO of AMD, shares her insights on the company's latest earnings report and rising demand for semiconductors driven by AI investments. She discusses the hurdles posed by the Chinese market and U.S. tariffs affecting the industry. Additionally, the conversation touches on major tech shifts, such as Apple's hefty domestic investment and the skyrocketing valuation of OpenAI. Su's strategic vision highlights how innovation and adaptability in technology will shape future growth in the semiconductor landscape.
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AMD's AI Accelerator Growth
- AMD's data center demand is driven by both CPUs and AI accelerators, signaling strong growth in AI investment.
- Their roadmap for AI accelerators anticipates huge TAM and annual cadence releases creating competitive advantages.
AMD Optimistic on China Shipments
- AMD expects licenses for China shipments to be approved, allowing them to restart supply chains.
- The company remains optimistic despite timing uncertainties around U.S. government review processes.
AMD's Competitive AI Edge
- AMD believes their AI roadmap remains stronger than Chinese competitors despite interim challenges.
- Close government consultations and technological leadership keep AMD well positioned on a global scale.