Dr. Lisa Su, Chair and CEO of AMD, presents AMD's MI355 AI processor during a session on semiconductor manufacturing at the All-In Hill & Valley Forum.
Prediction Not checkable as stated
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.”
Assertion Not 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.”
Prediction Open · timeframe Jul 2030
Su: Physical AI chip market will take five years to surpass datacenters
“At least five years.”
Prediction Not 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.”
Assertion Not 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.”
Assertion Supported
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”