BRIEF-AMD CEO Lisa Su: CPU Market Is Tight

Advanced Micro Devices, Inc.

Advanced Micro Devices, Inc.

AMD

0.00

- Advanced Micro Devices Inc AMD.O:

  • TAIPEI- AMD CEO LISA SU: CPU MARKET IS TIGHT

  • TAIPEI- AMD CEO LISA SU: WE WILL CONTINUE TO RAMP UP SUPPLY EVERY QUARTER THIS YEAR AND WE HAVE MORE PLANNED FOR 2027 AND BEYOND

  • TAIPEI- AMD CEO LISA SU: THE DEMAND FOR CPUS WILL GO UP OVER THE NEXT FEW YEARS

  • TAIPEI- AMD CEO LISA SU: OVER THE NEXT FIVE YEARS, WE SEE CPU MARKET GROWING AT OVER 35% EACH YEAR

  • TAIPEI- AMD CEO LISA SU: CHINA IS ABOUT 20% OF OUR REVENUE. PC, GAMING AND SOME DATACENTER SEGMENTS. SOME OF HIGHEST END GPUS ARE EXPORT CONTROLLED. BUT WE CONTINUE TO PARTNER VERY CLOSELY WITH OUR CHINESE CUSTOMERS.

  • TAIPEI- AMD CEO LISA SU: IT DOES NOT CHANGE OUR COMMITMENT TO THE CHINA MARKET BUT WE ARE FOLLOWING ALL U.S. EXPORT CONTROL LAWS

  • TAIPEI- AMD CEO LISA SU: WE ARE NOT COUNTING ON SALES OF ADVANCED CHIPS TO CHINA

  • TAIPEI- AMD CEO LISA SU: WE HAVE A WIDE RANGE OF PRODUCTS GOING TO CHINA AND STILL AN IMPORTANT MARKET

  • TAIPEI- AMD CEO LISA SU: THERE ARE A LOTS OF WAYS FOR US TO BE CLOSE PARTNERS IN THE CHINESE ECOSYSTEM EVEN WITH THE CURRENT REGULATIONS

Source text: [ID:]

Further company coverage: AMD.O