Lisa Su: AI will assist GPU design rather than fully automate it
Dr. Lisa Su · Winning the AI Race Part 3: Jensen Huang, Lisa Su, James Litinsky, Chase Lochmiller · Jul 23, 2025 · at 23:14
Dr. Lisa Su, CEO of AMD, speaks at the All-In Hill & Valley Forum regarding the potential and limitations of AI in semiconductor design.
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“I don't necessarily see the AI, you know, designing our next generation GPU. But I do see it helping us design the next generation GPU much faster and more reliably, so.”
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More from Dr. Lisa Su
Su: US-fabricated chips will carry a low double-digit cost premium
“Not, not 50% more. I mean, look, it, it's gonna be, you know, more than five percent, but, you know, let's call it less than 20%. So low, low, low double, let's say low double digits.”
Su: Semiconductor reserves in a Taiwan disruption would last months, not years
“Yeah, you have to look across the supply chain, but, you know, from a structure standpoint, we all want to keep reserves for, you know, those times but it's months, it's not years.”
Lisa Su: Reshoring cannot eliminate global semiconductor supply chain reliance
“We have to accept the fact that it's a global supply chain. Like, even if you were to reshore, you know, X number of components, you would still have Y components that are across the world.”
Lisa Su: AMD produced its first 4nm chips at TSMC Arizona
“We've been very early in Arizona with TSMC, and we did get our first chips out they're actually four nanometer”
Su: AMD's Arizona fab chip yields match its Taiwan yields
“We've been super impressed with the progress, and, you know, if we look at the main thing that we look at is, you know, yields and just how many chips do we get out on a given wafer, and I would say it's equivalent between what we get in Taiwan and what we get…”