A look at contrasting China playbooks of AMD CEO Lisa Su and Nvidia CEO Jensen Huang, with Su keeping a lower profile; China accounts for ~20% of AMD's revenue
When AMD CEO Lisa Su arrived in China last week just days after Nvidia's CEO left, she kept a much lower profile than Jensen Huang …
AMD CEO Lisa Su projects the CPU market will grow over 35% annually through 2031, up from 3% to 4% historically, driven by AI inference and agentic AI demand
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
On AMD's Q4 earnings call, CEO Lisa Su says Microsoft's next-gen Xbox “is progressing well to support a launch in 2027” and will feature an AMD semi-custom SoC
AMD says it's ready to support Microsoft launching its next Xbox as soon as next year.
AMD teases its next-generation CDNA 6-based MI500 AI chips built on a 2nm node, claiming 1,000x performance gains over predecessors, launching in 2027
Advanced Micro Devices (AMD.O) CEO Lisa Su showed off a number of the company's AI chips on Monday at the CES trade show in Las Vegas …
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...
Q&A with AMD CEO Lisa Su on AI accelerators, US manufacturing, becoming AMD's CEO in 2014, OpenAI, Tesla, xAI, China, ROCm, aiming to surpass Nvidia, and more
While everyone else has been talking about Nvidia's GPUs, Lisa Su has discreetly turned AMD into a chipmaking phenom.
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 :...