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Chip designer Advanced Micro Devices, Inc’s (AMD) chief executive officer Dr. Lisa Su sat down with investment bank JP Morgan’s Harlan Sur for an interview yesterday. During the discussion, the executive touched upon several important topics for her company and industry, marking the third time that she has commented on supply chain constraints facing the chip sector and AMD’s long-awaited financial turnaround. Her recent talk also shared rare details on whether AMD plans to diversify and enter the telecommunications sector. This is an opportunity which the company will be able to avail once its acquisition of California-based Xilinx Corporation clears all hurdles.
AMD Interested In Entering Telecommunications Sector As CEO Doesn’t Rule Out Arm-based Products For Enterprise Use
The discussion also touched on the growing prevalence of Arm-based designs in the data center and enterprise sector. While initially formulated for low power use, the Arm architecture, aided by advances in modern-day semiconductor fabrication, has started to play an important role for data centers and other large-scale, non-consumer use cases.
When the analyst asked Dr. Su about her view on bringing an Arm-based computing or graphics datacenter product to the market, she replied that:
She also reiterated her earlier statements that recent trends in the semiconductor market have resulted in demand for all of AMD’s product segments go up. When asked about her and AMD’s efforts to keep at pace with the demand increase, Dr. Su replied that:
And so from an AMD standpoint, we consider ourselves sort of the high-performance computing solution working with our customers. And that is certainly the way we look at this. And if it means ARM for certain customers, we would certainly consider something in that realm as well. But we look at it as really, let’s talk about what problem you’re trying to solve. And then we’ll work with you with the best components to address the customers’ needs. So that’s how we think about our differentiation, and it is an exciting place in compute. So there’s a lot of people who are active in the space because there’s just so much need for different optimization points.
AMD Chief States Customer Preferences Influence Supply Chain Management
Responding to a question inquiring about AMD’s efforts at targeting the telecommunications sector due to an opportunity created by network virtualization on 5G radio access equipment, Dr. Su outlined:
She also confirmed that AMD has prioritized high-end products over low-end ones in order to manage supply effectively. The CEO explained that customer preferences have shaped her company’s supply choices, with some low-end users being left out as a result.
Her full reply came as follows:
