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AMD CEO Lisa Su talks AI industry trends, opportunities for Taiwan

AMD CEO Lisa Su talks AI industry trends, opportunities for Taiwan

2026-05-22

AMD CEO Lisa Su attended a CommonWealth Magazine forum on Friday morning, a day after her company announced more than US$10 billion of investments across Taiwan’s semiconductor ecosystem. During the forum, Su praised AMD’s Taiwanese partners and expressed optimism for the industry’s future.

Lisa Su
AMD CEO
I always feel that there’s so much energy and there’s no other place in the world that has so much semiconductors… very, very small area.

In conversation with the CommonWealth Magazine in Taipei, AMD CEO Lisa Su talked business trends in AI and alliances with Taiwanese players. She praised their culture of friendly competition.

Lisa Su
AMD CEO
Everybody is so friendly. Everyone loves each other, even if they’re competitors—it doesn’t matter. I think, we grew up together. Ten years ago, people didn’t care so much about semiconductors. Our friends and colleagues are so, so successful because the time is right.

On May 21, AMD announced that it plans to invest more than US$10 billion, or roughly NT$320 billion, across Taiwan’s chip ecosystem, to scale advanced packaging manufacturing for next generation AI infrastructure. At the forum, Su said that AMD is very happy with TSMC as a partner.

Lisa Su
AMD CEO
It continues ramp capacity and be very, very helpful. We’re always considering what are the best options in the supply chain. We’ll always consider… but right now, we’re very, very happy with our partnership with TSMC.

Su also expressed excitement for the AMD’s forthcoming AI platform, and optimism for the future of AI, saying that it’s all just getting started.

Lisa Su
AMD CEO
Can this be real? Should we really invest so much right now? This is definitely real, and we are still so, so early. We… we’re in the third inning of still, nine innings, and that means that there’s still a lot of innovation to happen and a lot of opportunities.

Su was also asked about the company’s view on the Chinese market. On Wednesday, Nvidia CEO Jensen Huang said in an interview with CSBC that his company has largely conceded the Chinese market for high-end chips.

Lisa Su
AMD CEO
We’re also not counting on sales of our most advances chips to China. It’s a dynamic market. There are US export regulations as well as Chinese regulations.

US companies including AMD are strengthening their partnership with Taiwan amid ongoing US-China tech rivalry.

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#AI #AMD #Nvidia #tech #semicoductors

AI沒有泡沫化!蘇姿丰:才打到棒球第3局

2026-05-22

"半導體女王"超微執行長蘇姿丰訪台第三天,出席論壇活動,強調非常滿意與台積電的夥伴關係,更為亞利桑那廠投產成果背書。她多次強調,AI無所不在,駁斥AI泡沫化說法,認為才打到棒球第三局,開剛始而已,這次與台廠供應鏈見面,就是為了確保產能。

[[超微執行長 蘇姿丰]]
“台灣這裡很有活力,世界上沒有任何一個地方,在一個非常小的區域,就有這麼多半導體”

超微執行長蘇姿丰來台出席論壇,大聊與台灣的合作關係,最深刻的就是前一晚供應鏈晚宴上,台廠之間的互動,很特別!

[[超微執行長 蘇姿丰]]
“所有人都好友善,所有人都愛對方,即使他們互相是競爭者,也不影響,我認為,我們是一起成長的,10年以前,人們不太關心半導體,我們的朋友和夥伴們都非常成功,因為時間對了”

蘇姿丰訪台,宣布投資台灣100億美元,相當於3200億台幣,將擴大先進封裝產能,同時提到超微在台積電美國廠投產順利,很滿意雙方合作關係。

[[超微執行長 蘇姿丰]]
“(台積電)持續增加產能,非常非常的幫忙,針對供應鏈部分,我們總是考慮最好的選項,但目前我們對於與台積電的夥伴關係,非常非常滿意”

面對AI晶片市場百家爭鳴,蘇姿丰表示,超微產品多元有競爭力,更強調AI沒有泡沫化,是來真的。

[[超微執行長 蘇姿丰]]
“(AI)是真的嗎,現在就應該投資這麼多嗎,這當然是真的,AI還在早期階段,我們才打到(棒球)第三局而已,這也代表,還會有很多創新與機會”

蘇姿丰也被問到如何看待中國市場,因為最近輝達執行長黃仁勳坦承,對於重返中國高階晶片市場,不抱有期待。

[[超微執行長 蘇姿丰]]
“我們也沒有將,最高階晶片銷往中國的營收,列進財報預期,這是一個動態變化的市場,有美國出口管制,同時也有中國的規定”

蘇姿丰先拜訪中國,再來台灣固樁確保產能,應對變化萬千的AI市場。

更多新聞內容,請鎖定:
民視台灣台(152頻道)週一至週五晚上9:30
民視新聞台(53頻道)週二至週六凌晨1:00

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