YouSaid · the spoken record

Lisa Su

lines on the record: 56
first: 2025-05-01
most recent: 2025-05-01
sittings or episodes: 1
sources: podcast

Every line below is reproduced as it was said and linked to the record it came from. Nothing here is summarised or generated. Directory · Search · Corrections

“But I think you can work through those things. I really believe you can work through those things. So, one shouldn't be too afraid of it. One shouldn't slow down. That's my belief”
2025-05-01 · On with Kara Swisher · AMD CEO Lisa Su on AI Chips, Trump's Tariffs and the Magic of Open Source · IDENTIFIED FROM THE TRANSCRIPT
“Techno nervous is that we We get too scared of the technology Meaning, you know, I know there's this whole conversation about how much to regulate, how much not to regulate.”
2025-05-01 · On with Kara Swisher · AMD CEO Lisa Su on AI Chips, Trump's Tariffs and the Magic of Open Source · IDENTIFIED FROM THE TRANSCRIPT
“Yes, these kinds of things. Like, I think about AI as PhD researchers that are helping us solve the next set of problems that we have. And I don't believe that they're taking over people's jobs. I actually really don't. I believe that they are making us, they're helping us accelerate the rate and pace that we learn at.”
2025-05-01 · On with Kara Swisher · AMD CEO Lisa Su on AI Chips, Trump's Tariffs and the Magic of Open Source · IDENTIFIED FROM THE TRANSCRIPT
“I think as a more generic thing, I think AI can really accelerate the rate and pace of research beyond what we're thinking about today. Today, you talk about AI agents and you think about agents as like customer service agents.”
2025-05-01 · On with Kara Swisher · AMD CEO Lisa Su on AI Chips, Trump's Tariffs and the Magic of Open Source · IDENTIFIED FROM THE TRANSCRIPT
“Is it bubble? Is it digestion? What's the latest model? Is some model going to come out and change the world? When is AGI coming? I think we're probably spending too much time on those types of questions because everybody wants the answer. And there is no answer. There is no answer. I think where it's underappreciated is how early we are in the cycle. Like it's really underappreciated that we are Years in a 10 plus year cycle that the AI that we're experiencing today is nowhere near as good as it can be. And I truly believe that it will kind of change the norms of what we consider tech to do for us. And for enterprises, it's about business model innovation. And for us as sort of people experiencing AI, it's about making our lives just better.”
2025-05-01 · On with Kara Swisher · AMD CEO Lisa Su on AI Chips, Trump's Tariffs and the Magic of Open Source · IDENTIFIED FROM THE TRANSCRIPT
“Because the stuff that we're doing actually makes a difference. And if you actually make a difference, then that should show up in your market cap over a range of time. And I really do believe that. I'm super excited about what we have in front of us. And yes, AI is a big piece of that, but AI is a piece of a larger story of how do we use tech to make the lives of billions of people better.”
2025-05-01 · On with Kara Swisher · AMD CEO Lisa Su on AI Chips, Trump's Tariffs and the Magic of Open Source · IDENTIFIED FROM THE TRANSCRIPT
“No, I think you do. I really like why am I in tech? Like, why am I in semiconductors? It's for that reason because I believe the stuff that we're doing.”
2025-05-01 · On with Kara Swisher · AMD CEO Lisa Su on AI Chips, Trump's Tariffs and the Magic of Open Source · IDENTIFIED FROM THE TRANSCRIPT
“Yeah, so I look at it a couple different ways. First of all, we cannot sort of rank our own value based on what the market is doing on any given day. And I tell my employees that, right? I tell my employees, hey, like, don't spend too much time looking at the market because the market will go up, the market will go down. We're still the same company that we were. And frankly, it's all about long-term growth. And for us as a tech company, it's all about the product roadmap. Great products. deep customer relationships end up with long-term growth and that's what we're trying to do i also am quite motivated by this notion that i believe in tech for good and tech for good is the notion that the products or the technology that we're building actually does make the world a better place i know that sounds really like”
2025-05-01 · On with Kara Swisher · AMD CEO Lisa Su on AI Chips, Trump's Tariffs and the Magic of Open Source · IDENTIFIED FROM THE TRANSCRIPT
“It's not about being seen, but it is about being heard. And I've learned this notion of not, whereas the semiconductor dynamics of supply chains and manufacturing dynamics and design dynamics are second nature to us. For those who are kind of establishing policy, it's not second nature to them. And we need to help educate. And that's the way I view this. This is like, hey, we get it. We're important. We're foundational. Now let me help be part of the solution and not just be someone lobbying for my company.”
2025-05-01 · On with Kara Swisher · AMD CEO Lisa Su on AI Chips, Trump's Tariffs and the Magic of Open Source · IDENTIFIED FROM THE TRANSCRIPT
“We weren't like we were guys just keep doing what you're doing now we are absolutely in the middle of the national economy, sort of the national security and so yes, we need to spend more time and that doesn't mean like you're not going to see me on sort of undercover.”
2025-05-01 · On with Kara Swisher · AMD CEO Lisa Su on AI Chips, Trump's Tariffs and the Magic of Open Source · IDENTIFIED FROM THE TRANSCRIPT
“Look, do I think tech CEOs are spending too much time on politics? I think as a tech CEO, I spend more time, not on politics, but on government-related things, much, much more time today than I did three years ago or five years ago. And I have to, right? Because you just went through the litany of the reasons why. We need to understand tariffs. We need to understand export controls. I think the most important thing that we need to do is to make sure that people understand our business. And if you think about other industries, like you think about the automotive industry or the aerospace industry, they've been doing this forever because they were much more entwined in the national economy.”
2025-05-01 · On with Kara Swisher · AMD CEO Lisa Su on AI Chips, Trump's Tariffs and the Magic of Open Source · IDENTIFIED FROM THE TRANSCRIPT
“As you go through all those waves, our job is to run a good company and better than run a good company, run a great company, and continue to be the best at what we do.”
2025-05-01 · On with Kara Swisher · AMD CEO Lisa Su on AI Chips, Trump's Tariffs and the Magic of Open Source · IDENTIFIED FROM THE TRANSCRIPT
“I think as tech CEOs, we do have a responsibility to speak out, but I think it has to be authentic. And authentic means I don't weigh in on every topic that I don't have an opinion on, frankly. I can't because every day that we have, yes, we all read things, we all do things, but at the end of the day, I spend 95% of my time thinking about the semiconductor industry and what we can do within that view. And so I think the opportunity in places like this is how do we be, let's call it, not necessarily polarizing. So you can say I'm diplomatic. I wouldn't use the word diplomatic, but I'm not like, I'm not out to make a headline. But I am out to be pretty authentic. So if you ask me a question, I will do my best at answering it and recognize that the world and the country goes through waves.”
2025-05-01 · On with Kara Swisher · AMD CEO Lisa Su on AI Chips, Trump's Tariffs and the Magic of Open Source · IDENTIFIED FROM THE TRANSCRIPT
“Yeah, no, look, I think we all agree that this is an important topic and it needs to be, you know, it's always a pretty difficult issue to address. I mean, we've been talking about high-skilled immigration. Forever. And it's been one of those things. But look, I think we need to continue to go through the process of recruiting and maintaining the best students and the best researchers in the US.”
2025-05-01 · On with Kara Swisher · AMD CEO Lisa Su on AI Chips, Trump's Tariffs and the Magic of Open Source · IDENTIFIED FROM THE TRANSCRIPT
“Absolutely. I think the US was the place to come, right? It was the place to come to school and the place to come to do bleeding edge technology. And I think we would like it to stay that way. So certainly skilled immigration is one of those things that we care a lot about and the ability to kind of keep the best people in the United States is a good thing.”
2025-05-01 · On with Kara Swisher · AMD CEO Lisa Su on AI Chips, Trump's Tariffs and the Magic of Open Source · IDENTIFIED FROM THE TRANSCRIPT
“And there's multiple aspects of what U.S. leadership include. It includes work that we have to do in the private sector. It includes work that we have to do in universities. It includes work that we have to do in national labs. All of these things are important. And of course, we want to do it as efficiently as possible. And we all know that there are efficiencies to be gathered, but fundamentally university research is very important.”
2025-05-01 · On with Kara Swisher · AMD CEO Lisa Su on AI Chips, Trump's Tariffs and the Magic of Open Source · IDENTIFIED FROM THE TRANSCRIPT
“For sure, for sure. I think look, all of these things are cycles. I don't want to overreact to any given cycle. I think the long-term interests are US must continue to lead.”
2025-05-01 · On with Kara Swisher · AMD CEO Lisa Su on AI Chips, Trump's Tariffs and the Magic of Open Source · IDENTIFIED FROM THE TRANSCRIPT
“Look, I think private sector does have to do more, frankly. And I think public private partnership in general is a good thing. So from that standpoint, we get a lot of benefit from the work that we do with universities. Relatively small dollars, like for example, we give a lot of universities GPUs back to the big ones. Everybody wants GPUs. We give a lot of universities hardware because we want them to learn on our capabilities. And computing is expensive. And so there are places where we can do more and we should do more.”
2025-05-01 · On with Kara Swisher · AMD CEO Lisa Su on AI Chips, Trump's Tariffs and the Magic of Open Source · IDENTIFIED FROM THE TRANSCRIPT
“Yeah, I would say I'm not fully in tune with exactly what's happening with some of the governmental caps, but if I put that aside for a moment and just talk about university research, I'm a big believer in university research. I'm a big believer in research, especially that is early on and not tied to, let's call it commercial interests is actually a great thing. The government has been a big funder of that, frankly. Private sector probably should do more than we do today. And we need to work through this and ensure that there's a good pipeline of students. Student students are”
2025-05-01 · On with Kara Swisher · AMD CEO Lisa Su on AI Chips, Trump's Tariffs and the Magic of Open Source · IDENTIFIED FROM THE TRANSCRIPT
“There may be cases where the application has gotten mature. Like, for example, today we design custom game console chips. That application is very mature, and you want to do something custom. But when you have something like AI where the algorithms are changing every day, you may not want to do something custom because it may not run the next model as well as the general purpose chips will run them.”
2025-05-01 · On with Kara Swisher · AMD CEO Lisa Su on AI Chips, Trump's Tariffs and the Magic of Open Source · IDENTIFIED FROM THE TRANSCRIPT
“Sure, look, I mean, Apple's done a great job certainly with that vertical integration. What they've done with chips. My view of the world is, look, everyone realizes that the semiconductor industry or the semiconductor capability is so important as you think about long-term sort of business resiliencies. It's not surprising to me that these large companies want to design their own chips. What I will say for sure is they're not designing the same things that we're designing. Right. And so there's more than enough chip market for all of this. Our job is to partner well. I think that's one of the things that AMD does well. Like we believe that our job is to make our customers better and to work more collaboratively with them. And so no one's going to design all the chips they need. It's impossible. Like we can't design everything. There's thousands of chips in these systems.”
2025-05-01 · On with Kara Swisher · AMD CEO Lisa Su on AI Chips, Trump's Tariffs and the Magic of Open Source · IDENTIFIED FROM THE TRANSCRIPT
“Yeah, so the AI accelerator market, you might hear it called GPUs. I mean, think about this as truly the foundation. Like when you think about training the open AI models or training the Grok models or what Meta's doing with Lama, you need lots and lots of GPUs. GPUs are very nice parallel things, so we call them accelerators versus CPUs, which are more, let's call it traditional compute. And I'm a believer in you need all of these things. Like there's no one size fits all in computing. You need all of the various pieces. So roadmaps are lifeblood. Like we think about when I talk about negative Slack, it's like, how do I get products out to market faster? We're very excited about our roadmap. We are just about to launch a new series, MI355, as you stated. We'll be launching that in June. And it's the next generation.”
2025-05-01 · On with Kara Swisher · AMD CEO Lisa Su on AI Chips, Trump's Tariffs and the Magic of Open Source · IDENTIFIED FROM THE TRANSCRIPT
“Yes, but there are also lots of other people in the ecosystem. And that's my belief that in AI, because there's no winner take all in the AI market, there shouldn't be. You're going to have big AI, you're going to have medium AI, you're going to have small AI, big models, medium models, small models, big compute, medium compute, small compute, and an ecosystem.”
2025-05-01 · On with Kara Swisher · AMD CEO Lisa Su on AI Chips, Trump's Tariffs and the Magic of Open Source · IDENTIFIED FROM THE TRANSCRIPT
“About open versus closed. You know, I guess I'm a believer in choice is a good thing. Like people want choice. People don't only want one choice. People want the ability to choose kind of what their systems should look like. And it's almost a little bit like if you look at the phone industry, Apple has a very vertically integrated system between hardware, software systems, ecosystem. And then you look at the Google Android ecosystem and you have lots of choices. That's sort of the difference between what I would say a closed ecosystem is and an open ecosystem.”
2025-05-01 · On with Kara Swisher · AMD CEO Lisa Su on AI Chips, Trump's Tariffs and the Magic of Open Source · IDENTIFIED FROM THE TRANSCRIPT
“So before people cared about data setters, the fact is we cared because I believe that if you can get compute at the most efficient capability that you'll be able to really touch the lives of billions of people. And so what we see today is exactly that, right? I mean, the cloud is powering so many things and we continue to be the underpinnings of the cloud environment going forward. So that's kind of the view of why data centers and where we're going from there. And I think when you think about this move to AI factories, it's really hard to actually make all of these pieces work. And so our job is to make it easier for people. And so that is exactly what we're doing. That's why we acquired ZT systems, great system company that allows us to put together more of the components. And then, you know, to your conversation or question.”
2025-05-01 · On with Kara Swisher · AMD CEO Lisa Su on AI Chips, Trump's Tariffs and the Magic of Open Source · IDENTIFIED FROM THE TRANSCRIPT
“It's just the idea that if you build a schedule, like the idea that everything goes in order, no, you can't do that. You actually have to make it go faster than if you laid it out on a piece of paper.”
2025-05-01 · On with Kara Swisher · AMD CEO Lisa Su on AI Chips, Trump's Tariffs and the Magic of Open Source · IDENTIFIED FROM THE TRANSCRIPT
“But yes, no, so it is an example, though, of where we're just at the very early innings of what can be done. And so why do I say we have to go faster? It's because like we want to be the enabler of this technology.”
2025-05-01 · On with Kara Swisher · AMD CEO Lisa Su on AI Chips, Trump's Tariffs and the Magic of Open Source · IDENTIFIED FROM THE TRANSCRIPT
“Pretty cool. You know, there's many, like Luma, for example. When you look at text to video and what they've been able to do, you look at where the technology was a few years ago and where the tech is today and then where it's going forward. These are some of the examples that are out there. Like I'm a big believer in healthcare and life sciences and that. Though for the record.”
2025-05-01 · On with Kara Swisher · AMD CEO Lisa Su on AI Chips, Trump's Tariffs and the Magic of Open Source · IDENTIFIED FROM THE TRANSCRIPT
“So AI is the most important technology that I believe we'll see over the next 10 years. So, with that, as a tech CEO, my job is to make capital allocation decisions. Like I decide where do we spend money. And over the last few years, we have really pivoted the company so that AI is in every product. We talk about big AI a lot. Like we talk about the AI that goes into meta and open AI and Microsoft. But the truth is you're going to see AI everywhere. You're going to see AI in the cloud. You're going to see AI in the enterprise. You're going to see AI at the edge, sort of in telco edge things. And the reason I say it's negative Slack is because the industry is moving so fast. Like I've just not seen an industry move this fast. And that's why I go back to it's not just the big players. I mean, there's some amazing startups that are coming out of the Stanfords, the MITs.”
2025-05-01 · On with Kara Swisher · AMD CEO Lisa Su on AI Chips, Trump's Tariffs and the Magic of Open Source · IDENTIFIED FROM THE TRANSCRIPT
“Yes, I think it does. I think there was a time when chip guys would normally think, hey, let me just go to the lowest possible cost because everybody wants to get the lowest possible cost. And I think that has absolutely changed. Now it's like, hey, we need to have a very resilient supply chain. And that's a global supply chain. By the way, I don't think we can bring everything back to the US. That's also not practical. But having a good portion of manufacturing here in the US and around the world gives us resiliency in the business, which is a good thing”
2025-05-01 · On with Kara Swisher · AMD CEO Lisa Su on AI Chips, Trump's Tariffs and the Magic of Open Source · IDENTIFIED FROM THE TRANSCRIPT
“Yeah, that's right. They would say the scale is not what it needs to be. So the idea that we need to go faster and we need to have more manufacturing, you know, let's call it eggs in the US basket make perfect sense. It is more expensive. Like we just have to realize that it's more expensive. But the resiliency aspect of it and the sovereignty aspect of it make for good business. And that has been a change in people's mindsets.”
2025-05-01 · On with Kara Swisher · AMD CEO Lisa Su on AI Chips, Trump's Tariffs and the Magic of Open Source · IDENTIFIED FROM THE TRANSCRIPT
“The trips that they build in Taiwan, and we see it. Like, we see it in our own products, it's fantastic. And I think that's like a clear existence proof, but yeah, actually, you can bring advanced manufacturing back to the US, and it's a good thing to do. Now, we need much more of it.”
2025-05-01 · On with Kara Swisher · AMD CEO Lisa Su on AI Chips, Trump's Tariffs and the Magic of Open Source · IDENTIFIED FROM THE TRANSCRIPT
“It's expensive, and you know, frankly, I mean, we're all human beings, right? So if you don't have incentives to do something, you won't necessarily do it, even though you know that it's a good thing to do. I think it's accelerated a bit, right? I was very pleased to see TSMC increase their investments by $100 billion. That's huge. I think there was a big thing that people learned from this thing because it used to be that there was a belief that you couldn't build the same performance, power, yield here in the United States, that frankly it was hard. We didn't have all the systems built and all of that. What has been really good over the last sort of several years as we've started bringing some of the manufacturing back to the United States, like TSMC has now said on record that their yields and capability in Arizona are as good as”
2025-05-01 · On with Kara Swisher · AMD CEO Lisa Su on AI Chips, Trump's Tariffs and the Magic of Open Source · IDENTIFIED FROM THE TRANSCRIPT
“It is absolutely industrial policy. Look, we didn't benefit directly from the TRIPS Act. We didn't get any particular funds, but I'm a big believer in U.S. manufacturing as a good thing. And the Chips Act was a good catalyst to start people really taking the bold steps to bring manufacturing back to the U.S.”
2025-05-01 · On with Kara Swisher · AMD CEO Lisa Su on AI Chips, Trump's Tariffs and the Magic of Open Source · IDENTIFIED FROM THE TRANSCRIPT
“That'll distract me carefully. No, it's okay. Can I call it the Chips Act? I thought the chipsack was pretty historic in the sense that for semiconductors to get to the level that it requires industrial policy for the United States, that's a big thing.”
2025-05-01 · On with Kara Swisher · AMD CEO Lisa Su on AI Chips, Trump's Tariffs and the Magic of Open Source · IDENTIFIED FROM THE TRANSCRIPT
“I don't know that I would say it's more competitive. I would say that in the grand scheme of things, I'm not a big believer in decoupling. Of ecosystems. I actually think we work in China. We learn a lot from that interaction. I think we have teams in China. And so I... You know, my view of the world is there's a good opportunity to recognize that there should be some limitations, but also the ability to continue to have an integrated.”
2025-05-01 · On with Kara Swisher · AMD CEO Lisa Su on AI Chips, Trump's Tariffs and the Magic of Open Source · IDENTIFIED FROM THE TRANSCRIPT
“So, look, we give Huawei a lot of credit. They have a lot of smart engineers. I think we have better technology. Our goal in life is to continue to stay ahead. And that's why I said, you know, at the end of the day, we have to spend like 90% of our time thinking about how do we go faster? How do we innovate faster? How do we use all of the great capabilities that we have to continue that trend that we have and recognize that, yes, there's competition out there”
2025-05-01 · On with Kara Swisher · AMD CEO Lisa Su on AI Chips, Trump's Tariffs and the Magic of Open Source · IDENTIFIED FROM THE TRANSCRIPT
“It forwarded something that I really believed, which is two things. One is that there are lots of ways to solve problems. And you learn different ways. The second thing, which actually was really positive, is that we saw the power of open source. Like I'm a big, big believer in open source because it allows people to collaborate on a problem. And what you saw with DeepSeek is put aside deep seek being a Chinese lab. DeepSeek was an open source model. And now you see every research group learning from some of the techniques of deep sea to make their models better. And I actually thought that was really cool. Like we saw in the realm of short number of weeks, people kind of changing the way they thought about adding some innovation. From what they learned.”
2025-05-01 · On with Kara Swisher · AMD CEO Lisa Su on AI Chips, Trump's Tariffs and the Magic of Open Source · IDENTIFIED FROM THE TRANSCRIPT
“I was like, you know what? It's not about how many people you have. It's like, do you have good ideas? And in some sense, we were constrained because we had less people. We had to out innovate and come up with new ideas and a new way of doing things. I think that's what we saw a bit with the deep-seek moment. They didn't have the compute. They didn't have the gobs and gobs of compute that we have at USAI Labs. They didn't have the chips. They didn't have the compute. And so what they had to do was think of a different way to innovate. And I mean, the truth is, you know, when you're trying to do something, let's call it a little bit after the leaders, it takes less resources. And what they did was they aggregated some very good ideas that came from other top AI labs. What I think we learned from it is you can slow down with restrictions, but you're not going to stop progress. I mean, you have to imagine that they're really smart people out there across the world.”
2025-05-01 · On with Kara Swisher · AMD CEO Lisa Su on AI Chips, Trump's Tariffs and the Magic of Open Source · IDENTIFIED FROM THE TRANSCRIPT
“I don't know that it changed my thinking so much internally. I'll tell you what I believe. What I've seen time and time again in tech is that necessity is a mother of invention. Like if you put constraints on a problem, people will find a way to engineer around it. I mean, I'll give you sort of an example. There was a time when AMD was much, much smaller. And people used to say to me, Lisa, are you crazy? Like, how could you possibly compete against Intel because they had 10x the people that you do?”
2025-05-01 · On with Kara Swisher · AMD CEO Lisa Su on AI Chips, Trump's Tariffs and the Magic of Open Source · IDENTIFIED FROM THE TRANSCRIPT
“Yes, and also that would be our recommendation to the administration, frankly. We should spend the majority of our time thinking about how do we as a country go faster. And yes, there's a piece of this that says we need to also protect our crown jewels. And we want to be part of that conversation. And the part of the conversation is these rules are actually very detailed. Like they're not like, you can't, you know, you can ship this and you can't ship that. They're a combination of what you think the crown jewels are. And I don't think it's a question of, you know, should there be export controls? I think there's a question of where do you draw the line on export controls. And that's where I'd like to believe that I can take off my AMD hat and put on my U.S. semiconductor CEO hat and be helpful in that process of defining where to draw the line.”
2025-05-01 · On with Kara Swisher · AMD CEO Lisa Su on AI Chips, Trump's Tariffs and the Magic of Open Source · IDENTIFIED FROM THE TRANSCRIPT
“I think a lot of it is intelligence about the market. So there are two ways to approach, I think, leadership in AI. And I'm a big, big proponent of the fact that the US leads in AI today. The US leads an AI chips today. The U.S. leads in AI models today. Correct. We want the U.S. to continue to lead and to continue to lead, it means run faster. And every day, like that's what we think about when you actually ask me what I think about every day, I'm not necessarily thinking about tariffs every day, although I have people who are. I'm thinking about how do I go faster? How do we get the technology out faster? How do we get the next big innovation out faster? How do we collaborate better with our customers faster? Probably where we want to spend the majority of our time”
2025-05-01 · On with Kara Swisher · AMD CEO Lisa Su on AI Chips, Trump's Tariffs and the Magic of Open Source · IDENTIFIED FROM THE TRANSCRIPT
“Would you say, is it appropriate? Look, I think we understand that it is just part of sort of national policies and national strategy, and it has to be a part of the conversation.”
2025-05-01 · On with Kara Swisher · AMD CEO Lisa Su on AI Chips, Trump's Tariffs and the Magic of Open Source · IDENTIFIED FROM THE TRANSCRIPT
“We understand we're going to be export controlled. And our job is to make sure that we are really spending time with those who are making these decisions that they understand.”
2025-05-01 · On with Kara Swisher · AMD CEO Lisa Su on AI Chips, Trump's Tariffs and the Magic of Open Source · IDENTIFIED FROM THE TRANSCRIPT
“Well, I would say overall when we look at export controls, it's really complicated. And it's one of those things where, look, we get it. We get it that we have some crown jewel technologies. And some of our highest performing chips are frankly in the largest supercomputers. So I'm actually really proud of the fact that if you look at the top 10 supercomputers in the world, five out of 10 of them have AMD technology in it. The number one supercomputer at Lawrence Livermore National Labs is our technology. The number three at Oak Ridge. So we have really powerful things and they're going to be export controls. That's a fact of life. What we want to do is ensure that when you look at the framework chips that we build, there are, let's call it, consumer chips. There are, let's call it competitive but not bleeding edge chips that we would like access to. And then for the highest performing chips.”
2025-05-01 · On with Kara Swisher · AMD CEO Lisa Su on AI Chips, Trump's Tariffs and the Magic of Open Source · IDENTIFIED FROM THE TRANSCRIPT
“But over the medium term, if what we do is we get to a balanced trade system, which is what we want is as a US semiconductor company that has a lot of products, we want to sell it as broadly as possible and ensure that we still stay competitive in that regime. And so I think those are kind of the key high-level bullet points that are really important.”
2025-05-01 · On with Kara Swisher · AMD CEO Lisa Su on AI Chips, Trump's Tariffs and the Magic of Open Source · IDENTIFIED FROM THE TRANSCRIPT
“I think what we do is we stay very agile. We spend a lot of time analyzing what we can do in different places. And look, at the end of the day, we have to be part of the solution. And part of the solution is making sure that people understand this supply chain is complicated, that any changes will not happen in the matter of months. It'll happen in the matter of years. And we're here to be as good a US company as we can be, knowing that these things will have some impacts. The way I look at it, though, Kara, is these are a little bit short-term impacts. And so I don't want to say we don't spend time on short-term impacts. Of course, we spend time on short-term impacts.”
2025-05-01 · On with Kara Swisher · AMD CEO Lisa Su on AI Chips, Trump's Tariffs and the Magic of Open Source · IDENTIFIED FROM THE TRANSCRIPT
“We would say, look, we appreciate semiconductors are really important and we appreciate that there's a long term vision of bringing manufacturing back to the US, but it won't happen in a short amount of time. So let's just make sure that we're balanced in how we think about this.”
2025-05-01 · On with Kara Swisher · AMD CEO Lisa Su on AI Chips, Trump's Tariffs and the Magic of Open Source · IDENTIFIED FROM THE TRANSCRIPT
“It will take certainly five to ten years. And when I say that we're going to manufacture in the United States advanced capabilities like this year, for sure. Our latest generation server chip will go through TSMC in Arizona, but it's still small. And there's so many steps. It's such a complex supply chain that you just have to plan every step.”
2025-05-01 · On with Kara Swisher · AMD CEO Lisa Su on AI Chips, Trump's Tariffs and the Magic of Open Source · IDENTIFIED FROM THE TRANSCRIPT
“Yes, exactly. And when that came up, it was like people were like, Why can't I get trips for cars? And it's like, well, you know what? It's because it's a many like it's a nine to 12 month supply chain. And if you want to change locations, it might take several years. And you need to plan for that in advance. And so we did a lot of work around the pandemic to give our supply chains more resiliency. And that's been positive. Now, the fact that advanced manufacturing is mostly in Taiwan, that's absolutely true. And that's absolutely one of the things where we don't have enough options right now. So the focus on trying to bring more manufacturing back to the United States, I think we're all in favor of that. Like that's a positive, right? And just put it in the resiliency category, which is nine to”
2025-05-01 · On with Kara Swisher · AMD CEO Lisa Su on AI Chips, Trump's Tariffs and the Magic of Open Source · IDENTIFIED FROM THE TRANSCRIPT