AMD reports $390M in revenue from MI308 AI chip sales to China in Q4; CEO Lisa Su says orders were “from very early in 2025” but shipped in Q4 after US approval
Company sees $100m more revenue from China as Beijing weighs rules on Nvidia, other foreign chips
A look at AMD's pivot to AI chips in 2022 under CEO Lisa Su, increasing AMD's market value from $90B to $335B+ in three years, as the chipmaker takes on Nvidia
not Nvidia — is the canary in the coal mine Semiconductor Engineering : Chip Industry Week In Review
AMD CEO Lisa Su says AMD's annual revenue growth will average more than 35% and AI data center revenue growth will average 80% over the next three to five years
Lineup confirms 2026 release for Zen 6, coming with expanded AI features Samantha Subin / CNBC : AMD stock soars 10% on strong growth projections as CEO Su calls AI spending ‘the right gamble’ Kara Gr...
AMD reports Q2 data center revenue up 14% YoY to $3.2B, as CEO Lisa Su says AI chip revenue fell YoY due to the US' China export curbs and the MI350 transition
AMD CEO Lisa Su says she expects TSMC's Arizona-made chips to cost “more than 5% but less than 20%” above TSMC's Taiwan-made chips, and to arrive by 2025's end
costs ‘more than 5% but less than 20%’ higher than Taiwan-sourced alternative Ayomide Sadiq / TalkAndroid.com : TSMC American-Made Chips Are Great, But They Cost a Lot More Anusuya Lahiri / Benzinga :...
A profile of Lisa Su, as AMD vies for a bigger chunk of the AI market; CTO Mark Papermaster says AMD had $5B in AI chip sales in 2024, up from $100M in 2023
When Lisa Su became CEO of Advanced Micro Devices in late 2014, the company was in dire straits and on the brink of potential bankruptcy.
Chinese firms like Alibaba, Baidu and DeepSeek are open sourcing AI models to bypass US curbs, decentralize development, and tap global talent for refinement
but BoFA sees a correction coming Wency Chen / South China Morning Post : AMD CEO Lisa Su visits China, touting AI chip compatibility with DeepSeek, Alibaba models Callum Keown / Barron's Online : Bai...
AMD CEO Lisa Su says the MI300 AI chips did over $1B in sales in Q2 and that supply of MI300 chips will remain tight through 2025
Sean Hollister / The Verge :