Lisa Su

speaker

165 appearances 2 recordings 2 series first heard May 2025 last heard 9 Dec

Lisa Su’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Dec 2025 with 1.

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Pivot · AMD CEO Lisa Su on the “Dead Sexy” AI Chips Race - On with Kara Swisher · 10 May 2025 podcast

It forwarded something that I really believed, which is, Two things. One is that there are lots of ways to solve problems. And, you know, 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, you know, put aside DeepSeek being a Chinese lab. You know, DeepSeek was an open source model that And now you see, like, every research group learning from some of the techniques of DeepSeq to make their models better. And I actually thought that was really cool.

Like, we saw in the realm of a short number of weeks people, you know, kind of changing the way they thought about deepseq. you know, adding some innovation from what they learned.

You know, 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.

I don't know that I would say it's more competitive. I would say that, you know, in the grand scheme of things, I'm not a big believer in decoupling of ecosystems. I actually think, you know, we work in China. We learn a lot from that interaction. I think, you know, we have teams in China. And so, you know, my view of the world is there's a good opportunity for

to recognize that there should be some limitations, but also the ability to continue to have an integrated... Yeah, I'm a big fan of not decoupling either.

Call it what?

Don't you guys love Kara? I mean, like...

Yeah, look.

That'll distract me, Carrie.

Chips Act is good. I thought the Chips Act was pretty historic in the sense that, you know, for semiconductors to get to the level that it requires industrial policy for the United States, that's a big thing. That's a big thing.

It is absolutely industrial policy. Look, we didn't benefit directly from the CHIPS Act. We didn't get any particular funds. But I'm a big believer in US manufacturing is 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 US. Because it's expensive, the chaos involved.

It's expensive. And 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 you know, 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, you know, the chips that they build in Taiwan. And we see it. Like we see it in our own products. Like it's fantastic. And I think that's like a clear existence proof, like, yeah, actually, you can bring advanced manufacturing back to the U.S., and it's a good thing to do. Now, we need much more of it.

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 U.S. basket, make perfect sense. Right. It is more expensive. 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.

Yes, I think it does. I think there was a time when sort of 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.

But by the way, I don't think we can bring everything back to the U.S. That's also not practical. But having a good portion of manufacturing here in the U.S. and around the world gives us resiliency in the business, which is a good thing.

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