“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.”
quote is from the automated transcript, cleaned for reading:
filler sounds and stutters are removed, nothing is rephrased. names can be misheard
(the analysis reads context, assessments check outside sources). how →
More from Dr. Lisa Su
AssertionNot checkable as stated
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.”
Dr. Lisa SuJul 23, 2025▶ 18:00Winning the AI Race Part 3: Jensen Huang, Lisa Su, James Litinsky, Chase Lochmiller
PredictionOpen · timeframe Jul 2030
Su: Physical AI chip market will take five years to surpass datacenters
“At least five years.”
Dr. Lisa SuJul 23, 2025▶ 21:56Winning the AI Race Part 3: Jensen Huang, Lisa Su, James Litinsky, Chase Lochmiller
PredictionNot checkable as stated
Lisa Su: AI will assist GPU design rather than fully automate it
“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.”
Dr. Lisa SuJul 23, 2025▶ 23:14Winning the AI Race Part 3: Jensen Huang, Lisa Su, James Litinsky, Chase Lochmiller
AssertionNot checkable as stated
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.”
Dr. Lisa SuJul 23, 2025▶ 23:43Winning the AI Race Part 3: Jensen Huang, Lisa Su, James Litinsky, Chase Lochmiller
AssertionSupported
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”
Dr. Lisa SuJul 23, 2025▶ 14:59Winning the AI Race Part 3: Jensen Huang, Lisa Su, James Litinsky, Chase Lochmiller
AssertionNot checkable as stated
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…”
Dr. Lisa SuJul 23, 2025▶ 16:18Winning the AI Race Part 3: Jensen Huang, Lisa Su, James Litinsky, Chase Lochmiller
Made with StarZero
Turn any episode into a week of clips.
This entire site, over 460 episodes transcribed, diarized, checked and made playable,
runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the
moments worth sharing, cuts them, captions them, and reframes them for every feed.
We use essential cookies to make the site work. With your permission we
also use analytics cookies (Google Analytics and Mixpanel) to understand
usage and improve StarZero. See our Cookie Policy.