Lisa Su

It will take— If at all. 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. Mm-hmm. And there's so many steps. It's such a complex supply chain that you just have to plan every step of that.

We've certainly talked about tariffs. the implications of tariffs and what that would do overall.

We've certainly talked about tariffs. the implications of tariffs and what that would do overall.

We've certainly talked about tariffs. the implications of tariffs and what that would do overall.

But that's why I'm not Lisa Su. Anyway... 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 U.S., 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.

But that's why I'm not Lisa Su. Anyway... 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 U.S., 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.

But that's why I'm not Lisa Su. Anyway... 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 U.S., 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.

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...

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...

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 U.S. 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. But it's a shock to your system.

be as good a U.S. 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. But it's a shock to your system.

be as good a U.S. 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. But it's a shock to your system.

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 U.S. 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.

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 U.S. 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.

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 U.S. 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.

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

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

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, you know, five out of 10 of them have AMD technology in it. The number one has 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.