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Tuesday 15 April 2025
AMD advances US chip strategy with TSMC, joining Nvidia in massive domestic shift
In a visit to Taiwan on April 15, 2025, AMD CEO Lisa Su disclosed that the company is partnering with TSMC to fabricate chips in Arizona, a development that came after a similar plan...
Monday 14 April 2025
AMD CEO reportedly to visit Taiwan amid tariff uncertainty
Lisa Su, CEO of AMD, is reportedly visiting Taiwan to participate in the National Taiwan University's Royal Palm Lecture Series on April 15, 2025, where she will deliver a keynote...
Wednesday 19 March 2025
AMD CEO Lisa Su embarks on strategic China visit to fortify AI PC, tech alliances
AMD CEO Lisa Su is in China to strengthen the company's partnerships with local technology firms. During her visit, she attended AMD's AI PC innovation summit, Advancing AI, in Beijing...
Tuesday 18 March 2025
Lip-Bu Tan takes Intel helm amidst AMD's ascent and Nvidia's dominance
Intel named outsider Lip-Bu Tan as chief executive officer, breaking with decades of tradition by appointing a leader without deep company roots for the first time in the chipmaker's...
Thursday 13 March 2025
Analysis: Intel's new CEO should merge Intel Foundry with GF to challenge TSMC's reign
Intel may follow AMD's Lisa Su by spinning off its foundry business to GlobalFoundries, creating a US-based chipmaking powerhouse, says a former TSMC executive.
Friday 7 March 2025
DeepSeek's value lies in open-source innovation, not cost, says AMD CEO Lisa Su
Nvidia CEO Jensen Huang recently announced the company's fourth-quarter fiscal 2025 (4QFY25) financial results, reinforcing investor confidence in AI's long-term growth, even amid...
Wednesday 5 February 2025
AMD forecasts slower sequential growth in 2025 despite record 2024 earnings
In the most recent earnings call, AMD revealed expectations of a deceleration in revenue growth. CEO Lisa Su explained the slowdown as a result of seasonal factors, yet she expressed...
Friday 6 December 2024
AMD CEO Lisa Su is ready for the AI spotlight
Advanced Micro Devices (AMD) CEO Lisa Su has spent most of her decade in the top job at the chipmaker keeping a tight rein on expectations.
Wednesday 30 October 2024
AMD revises MI300 series sales upward to US$5 billion in 2024
During the latest earnings call, AMD once again raised its sales outlook for its AI accelerators, though the growth was not as high as investors had anticipated.
Monday 21 October 2024
Intel CEO sets the stage: Will wafer foundry opportunities open up through Lisa Su?
Although ASML, the top Dutch semiconductor equipment supplier, reported a sharp decline in new orders, leading AI chipmakers continue to launch innovative products and strengthen...
Friday 11 October 2024
AMD debuts 3nm EPYC chips as Lisa Su announces record 34% global server market share
In 2017, AMD's data center platform market share was nearly zero. By the second quarter of 2024, it has climbed to a record high of 34%.
Thursday 26 September 2024
AMD, Broadcom eye lucrative potential in custom chips amid early market hurdles
AMD CEO Lisa Su predicts that while GPUs currently dominate AI tasks due to their parallel processing efficiency, the future will see a broader range of chip architectures emerge...
Monday 19 August 2024
A decade of opposites: Intel's IDM woes vs. AMD's fabless triumph
Once the undisputed leader of the semiconductor industry, Intel has seen its market capitalization dwindle significantly compared to its American rivals, Nvidia and AMD. Intel's market...
Tuesday 11 June 2024
AMD CEO: AI will dominate and Taiwan will matter
On June 7, AMD chairperson and CEO Lisa Su engaged in a dialogue on Artificial Intelligence (AI), accompanied by Acer chairman and CEO Jason Chen. Su talked about the importance of...
Wednesday 5 June 2024
US chip vendors applaud TSMC, other Taiwanese partners support
The CEOs of major US chip makers attended this year's Computex and all lauded Taiwan's industry supply chain led by TSMC.