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AMD CEO Lisa Su interview — 2020 will be a bigger product year for us – VentureBeat

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Above: AMD Ryzen chips could quickly really reach their boost clocks. Image Credit: AMD The other thing that’s crucial is the mix of business. We desire to be an end-to-end provider, whether you’re discussing PCs or talking about servers. The mix of business has been strong. On the desktop side, Ryzen 9 and Ryzen 7 are extremely popular, and then on the Epyc side, on the higher-end of core counts. VentureBeat: As far as how you remain competitive right now, Intel is about to launch some new stuff. You’re about to introduce some new things. Where do you feel things are going Above: AMD CEO Lisa Su at the company’s press and expert day. Image Credit: Dean Takahashi VentureBeat: It For those who have actually been around long enough, it’s hard to believe among Silicon Valley’s excellent comeback companies is Advanced Micro Devices. AMD CEO Lisa Su has actually dominated against a lot of doubters in the past 5 years, thanks to the technical benefit her business has acquired from its Zen and Zen 2 architectures, compared to offerings from archrival Intel. In the processor wars, AMD is back, and it’s holding its own in graphics against Nvidia. Next up will be the Zen 3 chips. VentureBeat: As far as the market share gains, they’re starting to look pretty impressive in regards to quarterly system market share of x86 processors. The last quarter, I believe, was more than 13% of all x86. You were down as low as 6% in 2015. Do we see some steady, but real motion here? We’re also quite delighted as we go into 2020. You’ll start to see our next-generation mobile items, too, can be found in early 2020. You’ll see 7nm mobile chips that have yet to come to market. That’s a quite strong portfolio. We’re well in progress with Zen 3 as a follow-on, too, for 2020– great deals of item activity. Despite the fact that 2019 was a huge product year, I think 2020 will be an even bigger product year for us. I talked with Su after that call. She stated AMD’s next-generation 7-nanometer Zen 2-based mobile processors are on schedule to deliver in early 2020. Su claims that AMD’s latest Epyc processor with 64 cores has a performance advantage over Intel in the datacenter. AMD has a historic chance with the competitiveness of its Ryzen, Radeon, and Epyc chip households, Su stated. She claims AMD has acquired client processor unit share against competing Intel for the eighth straight quarter. Su: You should anticipate that– once again, the next-generation consoles, we’ll be planning in 2020. This year we’re just ramping down the current generation. [AMD anticipates video game console chip shipments to be larger in the second half of 2020, compared to the very first half of 2020.] Su: We’re quite pleased with the market share gains. When we take a look at market share, you need to take a look at it over an amount of time. In any given quarter you might see some anomalies. But yeah, I believe we’ve made great development over the last 7 or 8 quarters. On the PC side, and then on the server side we’re choosing up. We have great development overall in market share. VentureBeat: Is that what it takes? A couple of quarters ahead of launch, you’re making a great deal of those launch chips? Above: AMD Radeon RX 5500 series graphics card Image Credit: AMD VentureBeat: As far as taking on Nvidia on the AI side, can we anticipate more from AMD on that front? Here’s an edited records of our interview. This competitive resurgence is why AMD’s stock has risen 13-fold in the past 5 years to a market worth of $38.8 billion. Today, after the company published strong third-quarter results– with AMD’s greatest quarterly revenues given that 2005– Su informed analysts: “we are best where we want to be on our long-term strategic strategy.” VentureBeat: The Samsung thing appears quite exciting as an opportunity. Is that being available in as an IP opportunity or a real chip opportunity? Is it more licensing, or are you actually providing chips? Su: The method to think about it, we desire Radeon graphics to be all over. All over means in the datacenter, in video gaming, in PCs, in consoles, in addition to in mobile. Samsung, as our partner in graphics– it’s both a licensing opportunity, in addition to an advancement chance, where we’re collectively optimizing our Radeon graphics for lower-power applications. Once again, it’s one of these locations where having the architecture period across all those item sectors is an advantage for designers and a great thing for the architecture. Su: We always take our competition very seriously. It says something about the strength of the high-performance market. High-performance CPUs and GPUs are an excellent market to be in. We’re investing heavily in both the CPU and GPU road maps, along with the software application road map on top of that. We’ll continue those financial investments. VentureBeat: Intel’s preparing the brand-new architecture that they talked about at the processor forum. They spoke about their GPU landing in 2021. It appears like you have to prepare for more competitors soon. And while sales of chips for game consoles are soft today, she expects they will recover in the 2nd half of 2020 as AMD increases production for the next-generation Sony and Microsoft video game consoles. brand-new generation hasn’t ramped yet? Su: Yes. The console business is a terrific organisation for us. We’re very happy to be in the next-generation Sony and Microsoft consoles for 2020. We’re going through an item transition at the moment. The majority of the energies have turned to the brand-new consoles. But our expectation is that as this generation ramps down, we’ll have a strong ramp to the next generation, particularly as we enter into the 2nd half of 2020. to fall as far as who has the fastest chips? Su: To round off this year, we’re intending on launching our Ryzen 9 3950X, in addition to our Threadripper product portfolio. You’ll see that over the next few weeks in November. We’re extremely excited about those. High-end desktop management is a market that’s crucial for us, both for content creators and then on the traditional side for the players and mainstream users. We’ll continue to push the desktop road map there. Su: As we take a look at the datacenter GPUs, we’re pretty excited about the market. The total market looks strong if you look at virtualization. We’ve had great traction with cloud gaming as one of the essential use cases there. As you take a look at high-performance computing and AI, those are also actually good usage cases for us. We continue to move on with our investments in hardware and software application in those areas. We see that as a growth market for us over the next couple of years. ‘s an excellent quarter. I don’t know if some people thought that you were going to do much better than you did. The stock was down the last time I looked at it. Do you have a feel for what the expectation was here and why that may have happened? Lisa Su: From our perspective, it was a very strong quarter, both in Q3 and as we look forward. We had a really strong ramp in Q3 as we ramped our 7nm products, and we have another strong ramp here in Q4 as we continue that ramp. We feel great about the progress. VentureBeat: I did hear you discuss that the video game console company was soft. Does that appear like it’s at this cyclical level now, as the consoles are coming to the end of the last generation and the VentureBeat: Is there any opportunity to get Radeon produced in Samsung fabs, or is that not always part of it? Su: We think Samsung’s a fantastic partner overall. We’re familiar with their foundry work. We have actually done graphics there in the past, and we’ll take a look at opportunities as things go forward. I believe the terrific part about it exists’s a rich foundry environment, whether you’re speaking about TSMC or Samsung. Our goal is to be at the leading edge of that foundry community. VentureBeat: Is it an advantage that Global Foundries and TSMC have buried the hatchet? Su: I don’t have any particular talk about that, aside from what you check out. VentureBeat: I saw you at the Micron occasion. Did you pull anything intriguing from there? Su: It was a good event. [Micron CEO Sanjay Mehrotra and his business] are excellent partners of ours. We’ve done a great deal of operate in gaming and the datacenter markets. I enjoyed to support them. It was a great panel. Su: I believe everyone is taking a look at how we just include more intelligence into the part trees. We’ll see how that goes going forward. VentureBeat: I believed the comments were fascinating, where they were speaking about this idea of embedding computing in memory as something that will flourish in the future. For those who have been around have actually enough, it’s hard to believe tough of Silicon Valley’s great comeback companies is Advanced Micro Devices. AMD CEO Lisa Su has actually prevailed versus a lot of doubters in the previous 5 years, thanks to the technical advantage her http://business has gotten from its Zen and Zen 2 architectures, compared to offerings from archrival Intel. AMD has a historic opportunity with the competitiveness of its Ryzen, Radeon, and Epyc chip families, Su stated. Lisa Su: From our perspective, it was an extremely strong quarter, both in Q3 and as we look forward. AMD anticipates video game console chip deliveries to be larger in the 2nd half of 2020, compared to the first half of 2020. from WordPress http://troot.net/amd-ceo-lisa-su-interview-2020-will-be-a-bigger-product-year-for-us-venturebeat/

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