Lisa Su emphasized the transformative potential of AI, stating, "AI is the most important technology that I've certainly seen in my career" and forecasting significant progress in the next year.
Su expressed cautious optimism regarding the business climate, saying, "We are optimistic about business," amidst uncertainties surrounding the future impact of political changes on the semiconductor industry.
Discussing U.S. semiconductor production, Su estimated that advanced chips would not be manufactured domestically until "three to five years from now," reflecting growing concerns over supply chains.
Su noted, "Chips only became a hot-button political issue relatively recently," highlighting the substantial investments flowing into semiconductor technology since the COVID-19 pandemic-induced shortage.
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