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Su highlighted the importance of the global semiconductor supply chain while discussing efforts to enhance U.S. manufacturing. She noted that her firm had been working closely with the Trump administration on AI chip restrictions, which led to a drop in operating income due to sanctions on GPU sales to China. While license approvals are being processed, they have not yet been granted.
Looking ahead, Su is confident about the second half of the year, expecting 28% growth for the coming quarter and a 13% sequential increase. She also emphasized the significant AI opportunity, with AMD’s revenue potential in this area estimated at tens of billions of dollars.
Regarding data center business performance, Su stated that it is “doing extremely well,” and her company is a key player in high-performance computing while receiving positive forecasts from customers. She stressed that the data center business drives much of AMD’s growth and plans to become the foundational computing provider for leading hyperscalers, benefiting from substantial AI investments.
The conversation then turned to domestic chip production in the U.S., with Su acknowledging the importance of resiliency but noting that a global supply chain requires time to diversify. She mentioned that AMD is “actively moving some of its chips to US facilities in Arizona.”
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In summary, Su believes AMD is gaining significant market share and remains confident about the future despite current challenges.
