AMD CEO Lisa Su on the AI revolution

Supply Chain

The semiconductor industry is undergoing significant changes, influenced by the Chips and Science Act, which aims to bolster the U.S. semiconductor ecosystem. Lisa Su highlights the importance of geographical diversity in manufacturing to mitigate risks and enhance capacity. She notes, "The semiconductor ecosystem in the US needed to be built, you know, sort of five years ago. It is being built. It is expanding now, especially at the leading edge, but it's going to take some time." 1 AMD continues to rely on TSMC for its advanced technology, while also exploring opportunities for onshore manufacturing in the U.S. 1. The company is focused on maintaining a balance in supply and demand, particularly for high-performance GPUs, which are currently in tight supply due to AI demands 2.

   

Legislation Impact

Recent legislative efforts, such as the Chips and Science Act, play a crucial role in shaping the semiconductor landscape. Lisa Su discusses how these measures are essential for maintaining the U.S.'s technological edge, especially in the face of global competition. She states, "There's no question that technology is considered a national security of importance." 3 The act is expected to enhance manufacturing capacity and support the development of cutting-edge technologies like AMD's MI300 chip, which aims to rival Nvidia's H100 in AI applications 4. Su emphasizes the importance of a balanced approach in dealing with geopolitical challenges, particularly with China, a significant market for AMD 3.