How Chip Giant AMD Finally Caught Intel

Chip giant Advanced Micro Devices made history this year when it surpassed Intel by market cap for the first time ever. Intel has long held the lead in the market for computer processors, but AMD’s been on the rise since it acquired adaptive chip company Xilinx in February for $49 billion. Now, AMD chips are in two Tesla models, NASA’s Mars Perseverance land rover, 5G cell towers and the world’s fastest supercomputer. CNBC sat down with CEO Lisa Su to hear about AMD’s remarkable comeback, huge bets on new types of chips in the face of a PC slump, new restrictions on exports to China, and shifting industry trends.
Chapters:
1:51 Making chips
4:01 Going fabless
5:37 Catching Intel
8:17 Geopolitics and PC slump
10:51 Diversification
Produced by: Katie Tarasov
Edited by: Dain Evans
Additional Camera: Andrew Evers, Lucas Mulliki, Jeniece Pettitt, Maarten van Rouveroy
Supervising Producer: Jeniece Pettitt
Graphics by: Mallory Brangan, Christina Locopo
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How Chip Giant AMD Finally Caught Intel

[@bw4593]

Her leadership is nothing short of remarkable. It really helps when a CEO actually understands the product the company makes and sells.

[@justice929]

Well yes, she's a MIT superstar PhD.

[@SupraSav]

"Doctor" Lisa.

[@davysmith8569]

politics aside, its great that she convinced the currrent administation of the importance of chip making. Its wild that China is taking our video game chips and converting them into government/military.

[@ausgamer529]

I love Lisa Su!

[@idrosezainudin9403]

Outstanding,,

[@gertwallen]

Intel had an accountant as CEO for over a decade , offering only marginal tech improvements in their cpus, and relying on monopolic business practices with abusive pricing. It took an MIT EE Ph.D named Lisa Su to knock the giant. It was David vs Goliath, and we consumers are the winners. Thanks Lisa, keep up the good work!

[@Arhange1790]

Fun fact. Lisa Su and Nvidia CEO are relatives.

[@shuang402]

@@Arhange1790 that’s actually not true. This rumor may came from both of their parents are immigrants from Tainan Taiwan.

[@chucktesta2564]

@@shuang402 You beat me to it

[@samymasta]

And hired Jim Keller to create the Ryzen architecture*

[@kingofcrunk4237]

Ah, the repeating downfall of companies controlled by bean-counters.

[@bubblegum7489]

She is an absolute beast of an CEO. We need more capable people in the industry like her for significant technological advancements.

[@AdamSmith-gs2dv]

She's truly one of the best CEOs of all time. Absolutely amazing how she managed to turn everything around so quickly

[@tommanseau6277]

Correction: Moore's Law stated that the number of transistors on a chipwould double roughly every 2 years. The narator states it was resistors, which aren't the same.

[@silano360]

Typical CNBC 😒

[@tommanseau6277]

@@silano360 Not really as rest was accurate. It's something that jumped out to me because of a modest background in electronics. The presenter doesn't have that. Honest mistake

[@koji.o]

Oh, I didn't hear the narrator saying resistor. It must be my brain using auto-correct and assumed she said transistor. 🤣

[@ezekielchariot]

@@tommanseau6277 How would the presenter who you suggest has no "modest background in electronics" even know to even utter the word resistor?

[@tommanseau6277]

@@ezekielchariot Okay, start with the simplest part. Computers make decisions using on and off signals, i.e. 1 & 0 respectively. Resistors are analog. Transistors in computers are desinged to act digitally turning on and off making all of those compute cycles possible. If you know what both are then there's no confusion as to what is the most important to computing power.

[@juannunez8080]

What we need is more engineers as CEOs.

[@reptarien]

Absolutely, someone being qualified to be in a high position should not be the outlier that it is, lol

[@juannunez8080]

@@reptarien Actually, is more common than what u think. From top of my head. Jeff Bezos(EE) - Amazon Elon Musk(Physics) - Tesla Tim cook(IE) - Apple Satya (EE) - Microsoft Sundar(ChE) - Google Lisa (EE) - AMD I think intel is falling behind because they have too many business people on the top making stupid decisions.

[@turkishdelight6032]

@@juannunez8080 My professor said that Elon is not an engineer. He’s a businessman who works with engineers

[@drill_fiend1097]

@@turkishdelight6032 he didn't even get the physics degree lol. He was largely in business degree, and later found out most of his "I have engineering background" was exaggerated. There's this whole thread by capitolhunters that analyzes his claims based on recently disclosed lawsuit info. He was so lucky because immigration system was lax enough to let him stay without valid OPT (he dropped out). If he was born as a GenZ or late millennial, he would've been deported.

[@dianapennepacker6854]

That can be said for so many fields. Weapon manufacturing is one. Suits shouldn't make the choices. AMD needs better marketing. Koensiegg is a real recent one.

[@chltmdwp]

This is what happens when you have a CEO who is an engineer. If a CEO speaks its business language they will perform well.

[@DrakeFromStateFarm]

Intel is like a plane. When you start to sink down, it takes time to see the stock fall. But when you're going down, it takes a while to curve the stall and go back up. Intel has had a financial officer as CEO for the past 20 years, and it has allowed AMD to secretly steal more and more market share. Pat Gelsinger is a brand new CEO and now is trying to pull Intel back. He is much better than any other CEO, as he is not scared to make Intel non-profitable for a couple years, if its a long term investment in Intel. He will build its foundry business up and in 5 years they will be much bigger than AMD.

[@gilangignasraharjo6138]

Mama Lisa Sue for the W

[@vigilant_1934]

@@DrakeFromStateFarm Intel is still a much bigger company than AMD and it's not even close.

[@dontmatter4423]

Steve Jobs laughing at you from his grave

[@paulojamesminimoisaac7858]

@@vigilant_1934 lol shutup dude if it weren't for AMD being the middle man between Intel and Nvidia you'd be seeing monopolized prices right now

[@stephanegilbert8800]

The video failed to report that it's AMD who design the AMD64 (X86-64) architecture that we still use today. Intel had to drop their own 64 bits implementation and started to make AMD64 compatible CPU instead.

[@toxikwastedump]

yep, good ol' Itanium IA-64. AMD was also first to true multi-core

[@magnem1043]

lmao

[@Knowbody42]

aka the Itanic

[@voltydequa845]

1) The video is for generic public - so no techno-lawing appassionados. 2) If I remember well it was about 64 design (not "implementation"), and Intel had to pay, to AMD, something like patent royalties.

[@OasisMusicOfficial]

Lisa Su deserves all the recognition she receives.

[@RavingFan]

intc now has eng ceo - loosing marketshare in chips / gpus to intc in recent qtr

[@lil----lil]

Dr. Su did for AMD what Steve Jobs did for Apple. No exaggeration. BOTH companies were just months away from dissolving. That's how scary it was for both companies.

[@unclerubo]

No. Su is an engineer. Jobs was a marketer. Did they save the company in their own way? You could say so. But their approach was not comparable.

[@KevDawg1992]

It was actually Sam Naffziger who helped AMD. He was the one who had to spend so much time trying to convince AMD that chiplets were the way to go in the future.

[@sumitshresth]

@@KevDawg1992 yes he did. but it takes a engineer to understand another engineer. had it been any regular management ceo he would have never found his voice

[@churblefurbles]

@@sumitshresth No, it always depends, engineers are prone to going down the wrong path as anyone else.

[@syncmonism]

They definitely have some very different personalities and strengths, but I do think that Su has done a lot for AMD.

[@johnw4067]

Just upgraded my 2018 PC with a Ryzen R5 5600. Unbelievable performance and value. Really am glad AMD is around to keep Intel on their toes!

[@kiabtoomlauj6249]

It's healthy to have serious competition, to keep one on his/her toes, something apparently the Chinese --- or at least those they promote to rule over & to make life and death decisions for them --- don't believe in. Anyway, I remember, as noted here, that a few years ago, AMD was known mostly as a player in the gaming industry, whereas Intel ruled everywhere else in high-end computation. And, yes, I still remember a time (working with students) that Apple was so insignificant, so small, it literally begged students, teachers, and schools to take its products. But it caught on soon afterward, both as a luxurious and as a high-end technology everyone who's eccentric, creative, or fashionable wanted... all over the world!

[@aztekempire]

really back in the 2000 nobody would buy a PC with AMD processor.

[@commodoresixfour7478]

Both great companies, I wish Cyrix was still around. We need the competition to keep advancing technology and making it cheap.

[@navyseal1689]

I wish there are more than 2 companies that produce advance chip

[@TechieXP]

@@navyseal1689 why. Why do you need more than 2companies? Ir serves no real purpose because the best ones arw still gonna be on top. When you consider the cost, not everyone can make chips, even if you own a machine.

[@IsaacTorres]

I’ve been a fan of AMD since I built my first PC in high school way back in 2001. It’s been amazing to watch them grow, and now in my late 30s I have built multiple all AMD PCs and they are in daily use in my home. Now my kids are team red! Keep it up AMD!!!

[@makerofstartup7902]

Excessive heat, bad mathematics, poor working under pressure, glad I leaved amd cpu - unprecedented performance on Intel chips even with 4 cores in most low i3 series says alot.

[@reitairue2073]

@@makerofstartup7902 Exactly lol.

[@mintymus]

I built an AMD machine about 20 years ago also. The most unstable wreck I've ever had. All my friends at the time had Intel, no problems for them. I now have an AMD laptop which is fine, but then 3 other Intel PCs. The latest Intel is better than the latest AMD in almost every aspect, in terms of price for performance and pure performance.

[@zenlei8258]

@@mintymus Yes you are almost right. AMD chips for PC is not as stable and reliable compare to Intel chips if run for 24/7 365 non stop.

[@mintymus]

@@zenlei8258 Except for I didn't run mine 24 hours nonstop. Whatever the use case, AMD chips were just not stable. Even today, I don't have an AMD CPU but I do have a 6560XT GPU...guess what? A new bug makes it so supporting just dual monitors is glitchy. AMD needs to get their drivers right.

[@Gatecrasher1]

What Lis Su has done for AMD is nothing short of amazing

[@icecube3645]

AMD CEO Lisa Su is a Chinese woman.

[@wirayapradnyadaka3227]

@@icecube3645 *Taiwanese

[@louisd6410]

@@wirayapradnyadaka3227 literally no difference. Kashimir is not India tho

[@Czyb20]

@Ice Cube stereotypical don't you think. She didn't get forced by her parents or anything this is someone who wants to achieve a dream just like most students in the world people like you wouldn't relate just behind keyboard being a preditor to society just get rid of yourself please we don't need incompetent beings like you

[@doublestrokeroll]

@@louisd6410 You've obviously never met a Taiwanese person.

[@lummoxicide1502]

AMD's V-cache technology is crazy good, waiting for the next gen already

[@cadetsparklez3300]

bets part is they could use it on the cache dies of the new gpus, and then with that extra cache not be bandwidth limited so they can then double the core count since they are no where near the reticle limit (like nvidia) since they got that big cache off of there

[@drabberfrog]

When you were talking about AMD's achievements why didn't you mention creating the first X86 64 CPU? That was HUGE. Even today, computers call X86 64 chips AMD64 family even if it's an Intel CPU.

[@bhfootballer26]

I would’ve liked to see them discuss that too. Even though AMD started off licensing the x86 instruction set that Intel created, it was actually AMD that developed the 64 bit extensions that became AMD64, and they actually license that back to intel! Intel might have been the original creator, but both companies have done a lot to advance the state of the art.

[@revengefrommars]

AMD also made the first dual-core desktop CPU (Athlon64 x2). Intel managed to beat them to quad-core only by combining two dual-core CPUs into a single chip package.

[@carl8790]

@@bhfootballer26 And thank the heavens it happened that way. Imagine a world where Intel was successful with Itanium. It would've been really bad for consumers.

[@riven4121]

@@bhfootballer26 And that was the result of a giant legal battle between both AMD and Intel. It ended with Intel and AMD cross licencing x86 and x86-64 respectively to the other company.

[@n3Cr0ManCeD]

@@bhfootballer26 Indeed. AMD has been the little company that could and giving Intel a run for their $$ going all the way back to the 386 DX40.

[@lekang8179]

Lisa Su is an exceptional scientist and CEO.

[@adoatero5129]

- "Lisa Su is an exceptional scientist" Is she really "exceptional" as scientist (instead of from example good or very good)?

[@lekang8179]

@@adoatero5129 i mean she is excellent

[@adoatero5129]

@@lekang8179 OK. I took a look at her resume, and at it's impressive.

[@placate9051]

@@adoatero5129 😂😂

[@godslayer1415]

Lisa Su is a token for the industry - only know who she is because IBM granted her status to stave off the calls for IBM to be less male. less white and less old.

[@kunaii_cs]

I have a full AMD pc. Their processors and graphics cards are reasonably priced, power efficient and reliable. I'm proud of Team Red for accomplishing so much.

[@saricubra2867]

Ironically, i plan to buy an AMD Radeon card for my Intel system because Alder Lake is revolutionary for my music production stuff (Apple is so overpriced but absolutely ridiculous efficency) and NVIDIA costs like a kidney for some reason even for old still descent cards and i will loose so much going chiplets instead of monolithic SoCs. Obviously i always recommended AMD to friends but the Intel Core i7-12700K is an anomaly right now, same for the Ryzen 9 5950X and i5-12600K and 13600K.

[@ASPEDBUSDRIVER1]

@@saricubra2867 I do music production too among other things. My next build I plan do a 5950x or MAYBE consider going to AM5 I currently have an i7-9700k. I'd need a whole new board and everything. And while AMD is my favorite for what they've been able to accomplish, I'm really grateful for my i7 still works like a champion and that I don't NEED to upgrade if I'm not ready (and tbh I'm not) it also has onboard graphics.

[@saricubra2867]

@@ASPEDBUSDRIVER1 12th gen i7 is already a massive upgrade over your 9th one and is 330 on amazon right now.

[@stanislavkimov2779]

I'm going team red for the first time, when the new AMD GPUs drop. Happy for AMD, finally an end to Nvidia's monopoly. Cause Nvidia made one bad move after another recently..

[@cranbers]

I do as well, granted I bought the 6800 xt while it was insanely over priced haha but at least I could get it. For the last few years buying graphics cards were insanely expensive if you could even find one just crazy. I hope AMD keeps it going I've been a fan since late 90's. I was sad when they were near death for so long. And yeah their new CEO brought them back to life thank goodness, keeping intel honest and actually progressing because without competition we would still be on pentium 4 and 64mb of ram.

[@SIW808]

Not only caught, but surpassed Intel. On server and HEDT side, they are so far ahead of Intel. Their desktop CPUs are much more efficient than their Intel counterparts. Dr. Su and her team have done a tremendous job over theast 5 years.

[@rajuaditya1914]

Nope, 13th gen is a different story.

[@acasualmusiclistener7919]

@@rajuaditya1914 he might mean power efficient. i9-13900k runs close to 300w to match the 7950x which runs at around 180w when stress testing for about the same performance.

[@Nobody-yo4qm]

@@acasualmusiclistener7919 7950x runs up to 230w ppt, which is around 310w in practical loads. 13900k is slightly less efficient yes, but not by a lot while being a whole node behind.

[@zed0k]

@@Nobody-yo4qm it runs hot and uses a lot of power. Intel is still using 10nm, for some reason. They will fall behind next gen. Once 3d vcache AMD cpus come out in January, Intel will sink.

[@FatetalityXI]

@@rajuaditya1914 read buddy read! OP said hedt/server space.

[@RobertDunn310]

When AMD released their Zen-based Ryzen processors, it was a literal game changer. I am typing this on my HP Envy x360 with a Ryzen 4700U chip and the performance and battery life you get on it compared to previous AMD devices is mind-blowing.

[@eventhisidistaken]

For AMD, getting out of the foundry business was a good move, but I have to say, I find it frightening that the entire world is so dependent on a single foundry company, with all but 1 fab facility in Taiwan and China.

[@nlx78]

And don't forget, only one real factory for making machines that can make chips. Lookup --> ASML the Netherlands.

[@nlx78]

ASML is the only firm in the world capable of making the highly-complex machines that are needed to manufacture the most advanced chips. These EUV machines, which cost approximately $140 million each, are sold to a handful chipmakers giants including TSMC, Samsung and Intel. With a market value of around $350 billion, Dutch-headquartered ASML is a little-known tech juggernaut that’s set to keep on growing in line with the insatiable demand for semiconductors.The 37-year-old company, which has over 31,000 staff, is the only firm in the world capable of making the highly-complex machines that are needed to manufacture the most advanced chips. These machines, which cost approximately $140 million each, shine exceptionally narrow beams of light onto silicon wafers that have been treated with “photoresist” chemicals. Intricate patterns are created on the wafer where the light comes into contact with the chemicals, which are carefully laid out beforehand. ASML sells the relatively rare EUV machines to a handful chipmaking giants including TSMC, Samsung and Intel. Each machine reportedly has over 100,000 components and it takes 40 freight containers or four jumbo jets to ship. Last year, ASML sold just 31 of these enormous pieces of equipment, according to its financials. It has sold over 100 in total.

[@carl8790]

Well the pandemic was a wake up call. This is why the Chip Act was created.

[@carl8790]

@@nlx78 Technically, ASML don't really 'make' those EUV machines. They have partners (like Zeiss who makes the mirrors for the EUV machine), that supply them the parts or software for the EUV machine and assembled them in the Netherlands. Majority of it shares are owned by US financial firms, which probably explains why the US government was able to get ASML to ban the sale of their EUV machines to China.

[@saricubra2867]

That's why i built an Intel Alder Lake Core i7-12700K ( made in the USA) system and cheap MSI Z690 motherboard without the nonsense from Taiwan and China specially with overpriced graphics cards (also made on Taiwan), Intel UHD graphics is so insanely underrated saving me from these difficult times.

[@jamesdond1]

My company did work for AMD in the mid-1990s. They were tech leaders at the time, and a great company to work with.

[@BullyTecg]

I have more leaders outside compared to otherwise , I send people like sheep and goat targeting every other person everyday , so much of abuse , harassment, trouble their lives, families etc etc for any petty issue I hear or see. That's how I and my company works. Amd works in a different fashion , it can't be that fraud and abusive , otherwise Lisa su wouldn't be the ceo of such company

[@OnurTheXbot]

Finally, AMD is getting the attention it deserves.

[@dianapennepacker6854]

I'm surprised as I always hear gamers go on for AMD for some time. Asked me back years ago I would say INTEL plus NVIDIAAs AMD was the cheap option. Obviously building a super gaming computer is a lot more nuanced with drivers and software bit I always hear how AMD is either competitive or better.

[@singular9]

@@dianapennepacker6854 Its because the enthusiast market is A) A very small portion of sales and B) Most enthusiasts will say AMD and still buy Intel/Nvidia.

[@TheSlickmicks]

Was Intel for a long time. Now I am pure AMD for my CPUs. Even big tech-tubers like Jay from Jayztwocents are becoming AMD fanboys.

[@Mauser1965]

@@TheSlickmicks No, Jay uses what has been best for his use. i.e. "Epic Gaming and Rendering PC Upgrade Video - Jayztwocents went Intel" 😜✌

[@JeffreyGoddin]

Still using the MSi laptop I bought 5 years ago, back then by all the metrics AMD was still lagging in performance, so I specced Intel/NVIDIA, and it still performs well with the SSD package, but are you saying, perhaps in another few years when this rig finally can't play some games I might be better off with AMD?

[@yengsabio5315]

My very first desktop PC in 2002 had Athlon AMD. Lots'a love, cheers, & Mabuhay, from tropical Philippines!

[@blackasthesky]

The Zen architecture was a small miracle for AMD. It's genuinly awesome that Intel is not the only survivor in the field. The concurrency has driven innovation forward in recent years (for example Infinity Fabric for AMD, Hybrid Architecture for Intel).

[@LucidThought]

AMD surviving isn't 'genuinely awesome' as Intel needed a competitor else it would have been broken up due to competition rules.. What is awesome is Nvidia are worth more than AMD & Intel combined without having 'any skin' in the 'duo-monopoly' x86 market..

[@blackasthesky]

@@LucidThought I wish this was true. From what we've seen the last fifty or so years, America's anti trust agencies like to look the other way when it's about the hardware or software industry. And I honestly don't get how you can find a monopoly like Nvidia awesome.

[@enriqueamaya3883]

Jesus Ioves youz[xc]\xz[c]\z[x

[@turbofanlover]

I'm an Intel man, but I'm glad that AMD was ultimately able to get their act together and start to truly push Intel. Here's hoping that they continue to do that.

[@alexbakuta7375]

Agree. Intel got became too bloated and comfortable

[@max3334441]

Taiwan not only supply most advanced microchips, it also supplies Top Tech CEOs and entretrepeurs

[@louisd6410]

*China

[@htko89]

@@louisd6410 LOL silly bot

[@tblk3747]

China is a cheap labour factory, nothing to be so proud of

[@tluangasailo3663]

@@louisd6410 that one 🇨🇳 is apparently behind 🇹🇼 when it comes to chip technology

[@olearysbf6580]

Taiwan is the original china. Look up in history

[@rubenssz]

This was surprisingly informative. Great job.

[@nathanielswanson5730]

They left out where AMD got the money to turn the ship around. Dr. Lisa Su doesn't care about national security. She just wanted that sweet sweet government money. First, sell trade secrets to China then convince the US government to give you money due to national security threats... from China.

[@alexanderwalter4595]

The focus of the piece is on AMD and Lisa Su, as it should. But the reporter / producer Katie Tarasov deserves a lot of credit for the production value. I watch CNBC a lot, but don't recall seeing Tarasov or her name before. I hope to see more of her pieces in the future.

[@andrewszombie]

Love AMD and their revival under Dr Su has been so amazing. She is truly a visionary and a revolutionary in the PC space. I have tons of RYZEN chips.

[@michaelSlick50]

AMD has been wonderfully successful at targeting the gaming market. They are in every single Playstation 4, Playstation 5, Xbox One and Xbox X and S... that's a lot of high end chips sold. Not to mention they / the video chip company they bought, were in most preceding Nintendo consoles before the Switch. Again. That's a lot of chips sold.

[@AdamSmith-gs2dv]

I'm surprised they didn't mention that, the PS4 and Xbox One really helped AMD get through the hard times so they could get Zen 1 out the door

[@MohammadIshfaqueJahanRafee]

Lisa Su is exceptional engineer, amazing leader and an extremely accomplished CEO. Everyone's opinion is different. But I think repeated mention of female CEO seems a bit derogatory. It's almost as if, she is a good CEO, because she is a female or she was chosen as CEO, because she was female. I would rather have them mention CEO only and let us see for ourselves that she is a woman and women can be good CEOs (Not everyone is a fraud like Elizabeth Holmes).

[@johnjonjhonjonathanjohnson3559]

she is probably why the single thread speed is lower and why they took so long

[@williamlouie569]

Being a female is a liability. Because companies will normally pick a man for CEO rather than a woman being all thing equal.

[@TheHighborn]

not to mention she has a phd. she's extremely acomplished, and it's obvious,

[@defectiveclone8450]

Highest paid CEO on earth full stop.. left that one out.. now thats impressive.. she wins.. vs everyone.. male and female. In the $$$ department.. shes also related to the Nvidia CEO

[@TheHighborn]

@@defectiveclone8450 thwyre related but it's very far. Irrelevant far

[@adul00]

As someone passionate about such technologies, and someone working in the EDA industry (helping such companies to develop their chips), I commend, how accurate and thorough the content of this video is. At no point was I thinking, that something was oversimplified or wrong, despite being directed at more of a general audience.

[@Lionel212001]

AMD's valuation was down to 4 to 5 billion in circa 2014-2015. It has been such a remarkable turn around for a company that was incurring increasing debt and on the verge of bankruptcy.

[@joshmobijohn]

The first computer I ever built as a teenager had an AMD Athlon 3200+ and and ATI Radeon 9800 Pro. I was so proud of that computer lol. The original Far Cry, Doom 3 and Half Life 2 were mind blowing to me at the time as a kid coming from console gaming. So cool to see this company grow after all these years. Being rewarded for putting consumers first by being an incredible budget option.

[@moa3008]

I remember when AMD’s stock price was around $5 a share; I can’t remember the year but; I think it was in the early 2000s.

[@WiiNV]

From The Motley Fool 🤔 "AMD stock fell to a low of $1.61 per share in July 2015. At this level, $5,000 would have bought an investor around 3,105 shares. At the current price of roughly $91 per share, this investment would hold a value of about $282,640 -- a return of approximately 5,550%. This far exceeds the roughly 110% return for the S&P 500 over the same period. Also, the stock may have more room to grow as many analysts still consider AMD a hot growth stock."

[@kensmith5694]

If I invent a time machine, I could go back and buy some.

[@SAMMICCHES]

@@kensmith5694 I bought 1,000 shares when it was $5 sold it since I was a naive investor out of high school :(

[@naveennandigum8630]

@@SAMMICCHES I bought a 400 hundred shares when it was at $10 in 2017, still holding some of those. Honestly the stock is cheap right now on a p/e basis and growth will probably reaccelerate by 2024. I wouldnt be surprised if at some point it crosses the $300 level if you have a few years to wait.

[@CN_SFY_General]

it is 2$ in2014.

[@maxpham]

11:00 The number of transistors not resistors. Putting my pocket protector away now…😅

[@maximme]

hahahahaaa dumb Karen working in CNBC

[@ee4life623]

You beat me to it.

[@jasonrubik]

@@ee4life623 Thanks for letting maxpham know that. Now I don't have to. ;)

[@FishingWithMichaelTruong]

It was Lisa Su and Ryzen that helped elevate AMD to new heights. I'm still using an original Ryzen CPU and it's still rocking.

[@alwaysstoned1989]

I upgraded my 1600x after 5 years to a 5600 for only 150€. Great improvement.

[@Black_Reflection]

Love Dr. Lisa. Shes a great CEO. She sold me 3 different CPUs in 2 years lol.

[@Erosis]

I pray for AMD to give us a CUDA alternative for machine learning. Please give NVidia some competition in this space!

[@averymeijer]

This this this! The only reason I won't buy an AMD GPU's because all the programs I use for work require CUDA to work. I would love nothing more than for AMD to provide a competent alternative to CUDA!

[@fhs7838]

NV's RTX40 series (4080 16/4070TI) is just a cash grab. Extreme greedy this time. NV is now even trying to milk average consumers besides workstations.

[@PineyJustice]

We already have ROCm, it works well, we just need software support which is well outside the control of AMD.

[@abhisheksasidharan9042]

We need an affordable alternative for cuda core, only AMD can deliver that.

[@yobb1n544]

Exactly!! Nvidia's 40 series is prirced like an insult to us consumers. Go AMD! (and intel)

[@sgomez3047]

LISA rocks!!! She's an amazing CEO. Oh..and a beast! 😁

[@michaelkeudel8770]

TSMC updated that to $40 Billion now. Like I don' already have enough work to do with Intel, it's never been busier than right now in the semiconductor tool design and manufacturing business. Production is expected to ramp up by 6X's what we're capable now to meet the demand.

[@earlysda]

TSMC also announced a new 7billion usd plant in Japan.

[@TheBenghaziRabbit]

Switched to Ryzen on the 2nd gen and havent regretted it. Have a third gen in my rig now and the 2nd gen is still perfectly fine. Well done AMD, keep it up

[@glennshoemake4200]

I've always been an Intel fanboy but ever since the Steam Deck and Onexplayer 5800u, I'm overly impressed with AMD and bought AMD stock which I plan to hold for a long time for retirement.

[@robertagren9360]

The fact that AMD created the x86/x64 while Intel haven't released a single copy on their CPU they were planning to release.

[@redfuryin]

Why are you a intel fanboy? Is that what came in your pre-built and you want it to be good to justify you purchase or something?

[@networkengineer4405]

My first self-built computer was an AMD Athlon X4, then I built a new PC with an Intel Core 2 Quad Q6600, then upgraded to a Xeon platform, then I went back to AMD FX-8350 Bulldozers, after going through three fried Bulldozer CPUs I switched over to Intel Core i9-9900K. To date, my home PC has a Core i9-9900K, 64GB RAM, and an RTX 3090 24GB GPU. On the other hand, my Work PC has a first gen AMD Threadripper 1920X (12-core/24-thread), 128GB of RAM, and a dual GPU config RTX 2070 8GB and GTX 1660 Ti 6GB. All 7 of my laptops have Intel CPUs, I've never owned an AMD CPU laptop. I have a QNAP TVS-672XT NAS that's powered by Intel. It's currently running a Core i3 processor, with 32GB of SoDIMM RAM but I'm going to upgrade both the CPU and RAM to a Core i9-9900T (35Watt) CPU and 64GB of SoDIMM RAM, respectively. The NAS currently has 6 x 8TB Western Digital Reds NAS drives and contains 2 x 1TB NVMe M.2 drives in RAID-0 for caching. I'm going to upgrade the 2 x 1TB NVMe caching drives to Inland Performance 4TB M.2 NVMe drives for a total of 8TB caching. Each Inland Performance 4TB drive has a TBW rating of 6,000TB or 6 Petabytes. The NAS has a dual port Thunderbolt 3 card installed and an open PCIe slot. I may throw a dual 10GbE network card in there some day, but I won't need it now since it already has a 10GbE port built into the chasis. I work in IT as an NSA (Network Systems Administrator) and I have a 10GbE network at home, I have a 24-port 10GbE IBM switch that serves as the backbone to the 10GbE network. MSRP of that switch brand new was around $1700, but I got it used for under $200. My home router is a heavily modified Intel Nuc 9 Extreme, Core i9-9980HK CPU with 64GB of DDR4 SoDIMM RAM, 1 x 500GB M.2 NVMe boot drive, 2 x 2TB M.2 NVMe storage drives in RAID-0, the GPU PCIe slot contains a dual 10GbE SFP+ Intel Network Card, the secondary PCIe slot contains a 4-Port Intel 1GbE Network Card. The compute unit itself comes with 2 x Thunderbolt 3.0 ports that I can use for extra networking expansion of 10GbE or storage expansion connected at the speed of up to 40Gbps.

[@meowie64]

@@networkengineer4405hat does any of that have to do with amd/intel competition..

[@gooburt]

@@meowie64 AMD chips used to be ass, people forget ryzen is new. My first cpu was also an AMD athlon, thing was terrible. that will turn you into an intel fanboy

[@amybella]

I remember back in the day when I bought the first AMD, people used to tell me, how AMD was trash back in the day, and how it will be nothing how Intel is far superior, I told people, that AMD will overtake Intel. Now the tables have changed, people do not know about chips. People though AMD would be like Cyrix back in the day. This is what happens when you have a CEO who is an engineer who shares visions and experience. She took a big gamble and went all in. She brought AMD back to life.

[@marklandrebe3521]

"back in the day" (twice) ??; "the tables have "CHANGED" ??;-TURNED- " went all IN"??-OUT-

[@NoName-jz8fe]

hope for more wins for AMD in the future, since the field needs competition.

[@Paj081]

That's it sorry.

[@santhankumar3709]

Best way to summarize all the products that AMD offers and they are world class... Congratulations Lisa Su 👏

[@mockier]

It's a good time to look at upgrading if you were put off by the high prices and shortages during 2020 and 2021. Prices are coming back down and the performance of some of the new tech is insanely good. I just switched from an old Intel i7 system to the new AMD Ryzen 9 cpu and I'm seeing big performance improvements in games that I thought were GPU bound. The other big revalation for me was PCI-E 4 class M.2 NVME SSDs (The "hard drive"). I installed one with 7000MB (Yes Bytes, not bits!) read, 6000MB write. Software install speeds etc are so much faster than they were, and this is PCI-E 4 storage, the motherboard also has the PCI-5 storage support which will be even faster when I upgrade in a few years (Drives are just entering the market so I'd expect high prices for a while on PCI-E 4 M.2 drives).

[@hansderuiter1699]

Of Course, replacing an old i7 Intel system with a newer system will also improve performance. That's not so amazing. This is just an AMD promotion video. Want to see more an independent view. Intel and NVDIA are improving as well. iX, 12th and 13 gen, RTX technology. Maybe AMD is a better choice with price and system performance for the big companies where prices does matter. AMD is absolute at the top if prices doesn't matter. Have a complete Intel based 12th gen system and a RTX videocard. It came not at top, but 3th place is not so bad. AMD was at the top. But if you look at the prices? It was much cheaper to choose for Intel and NVIDIA system than for an all AMD system with top products. Note: PCI-E 4 class M.2 NVME? Just choose Samsung NVME M.2's much higher performance than the reads/writes you have stated .

[@farkingdom]

Dude been enjoying PCIE4 performance since intel 11th gen on my laptop, which AMD does not have during that generation

[@balesjo]

Yes, the PCIe 4 M.2 NVME SSDs are amazing beasts. I still look at them in awe, a product about the size and thickness of a stick of chewing gum capable of holding TBs of data available at blazing speeds. I have two slots on my motherboard populated with M.2 drives (one the boot drive and software drive, the second drive is where I store all my data files). I retired my last HDD nearly two years ago now.

[@lukestevens4374]

This has been going on for years. AMD were the favorite before when their chips were better value than intel but then intel got their head down and came back into the fore. It will keep flip-flopping but i guess thats what good competition is for the market

[@cranbers]

Competition is what the world has to have in order to keep advancing and its why capitalism and the US is driving everything. We know what Intel does if there is no competition and even if there is if they play dirty. They they at the top despite it by paying people of because they have the money to do so. Intel right now is hurting lets hope Intel gets their act together so Asia doesn't continue to rule the market with advanced chip tech.

[@KaitainCPS]

AMD also made major architectural errors with Bulldozer, which wasn’t even a true multiprocessor CPU (but claimed to be). For six years they fell significantly behind Intel, but they made a great acquisition in Jim Keller who designed the core of the Ryzen architecture.

[@balesjo]

Dr. Lisa Su is probably one of the most capable leaders that AMD has had over its lifetime. I love listening to her announcements and interviews to gain an idea of where the company is going. Over the 34 years I've been involved with PCs, I've gone back and forth between Intel and AMD. But since Dr. Su arrived and the products that have been introduced during her tenure, I've become a fanboy of AMD and use their CPUs exclusively. Keep on innovating AMD!

[@SamEbby]

AMD is one of my biggest positions - one of the few companies I have an exceptionally strong conviction on. Huge prospects for the future growth. It's one of the few companies *next to Tesla * that I am genuinely excited about in terms of future returns. Lisa Sue is an impressive, CEO humble, good at communicating, and executes !

[@mintymus]

How'd last month treat you with your Tesla stock? Ouch.

[@SamEbby]

@@mintymus badly to be completely honest

[@JxcksonSF]

Dr Su is a Business genius and a true engineer, all tech companies should have engineers on the top.

[@Aloysyus]

Great journalistic work here. You captured a complex topic with easy words in a 15 Min video. I am genuinely impressed.

[@andytorres7392]

When I first wanted to build myself a new gaming pc back in 2014-2015 as a teen, I remember looking at options and seeing that Intel + Nvidia were the only ones that made sense. I just recently finished building my pc and i have AMD CPU and GPU, not only do they perform extremely well, but in latin american markets, the Nvidia/Intel tax is just too high. Im just really impressed of how much value I could get with AMD and how far they have come. Kudos to Dr Su and all the AMD team!

[@maximme]

i remembered clearly Intel said "its IMPOSSIBLE" to transition to 64bits. AMD then came out with the solution. the rest is history.

[@Jaker788]

Nah they never said it was impossible. Intel saw it as an opportunity to change to a new instruction set architecture in order to get out of these licensing deals with AMD and Cyrix dated back to IBM requiring a second source. A new ISA would not have the same issue which was being battled in court at the time with Intel trying to kick AMD out. Note, the deal was that AMD and Cyrix would get a copy of Intels CPU design like i386, not just that they could use x86 for their own design. Intel no longer wanted to give the CPU designs and AMD had to reverse engineer it instead (Always with better performance). But while Intel was making the horrid VLIW instruction set architecture called Itanium, AMD was working on their very first Micro-architecture of their own design still based on x86, the performance was much better than Intels Itanium and pretty much determined the choice. To move into the 64 bit space AMD had changed x86 to be 64 bit (not uncommon to extend x86 with new features, this wasn't that complex). This extension was called x86-64, Intel and AMD made a cross licensing deal where any extensions made by either party would be shared for free to keep things compatible. Intel didn't do x86-64 because they wanted a monopoly, and the only way to do that was make a new ISA. Unfortunately they couldn't make it perform any good.

[@JayDokken]

Love how their logo has not changed.

[@Maelthras]

The lawsuit between AMD and Intel was a bigger deal, they mutually agreed to license each others tech. AMD got 32 bit architecture, and Intel got AMD-64 and together it was x86. And combined they sued anyone that tried to intrude into the market through patents.

[@Jim-be8sj]

I do almost all of my work in HPC environments and I just recently lucked into a job where I have a decent cluster almost all to myself. It's all AMD CPUs and is the best machine I've worked with. I used to be skeptical of AMD but not anymore.

[@user99tube]

Yes.. loved this news... Always an AMD fan!

[@braindrainize]

I remember growing up with Intellivision, Atari 2600, Colecovision, DOS 3.0,ect. The first time I heard of AMD was via some old NAND/NOR gates. Intel had the Goverment contracts back then, Despite AMD being out so long. One day In 2013 during an Easter sale, I purchased the A85600K Limited Black Edition Series From AMD. I used that processor till January of last yr. I had to use a competitors GPU due to driver issues, but going from a 5600k to the 3900x was amazing!. "Bills Permitting" ,I'd like to build a total 7950x/XTX build if there are no driver issues. Go Team AMD! \m/(>_

[@ianvisser7899]

12:25 If you're wondering what's the other % for consoles, it's Nvidia, they produce the chips for the Nintendo consoles, like the switch.

[@mcsegeek1]

I've been an AMD guy since the day I built my first PC with a K6. Great performance for the price point. And nowadays, nobody can say they're cheaper because they're slower. Nope. They scream. And their new top end GPUs are a wakeup call to Nvidia as well, who like intel have been gouging and taking the public for granted for too long.

[@cranbers]

Lets hope amd keeps it up, I also now have an all amd PC and was proud to do so. Loved them in the early 2000's but they were always behind and with some weird problem. I do hope though they can get more chips from the US and not hurt the US by outsourcing because China is a real threat.

[@mintymus]

And now AMD is both slower and more expensive...lol

[@Umski]

Fond memories of my first DIY PC with K6-233 over the P233 back in 1998 - price for performance being the determining factor - I kept that one!

[@tankerock]

9:04 - "If we are cut off from TSMC, we all have bigger problems to worry about than getting the latest graphics cards" 😅😅

[@EbonySaints]

Isn't it a lovely thought that WWIII could actually be fought over your PS5, Mac Pro or your 7900XTX! /s I know TSMC and Taiwan are more important than that, but for 95% of people, that's what it'll boil down to.

[@johndoh5182]

@@EbonySaints Most GPUs are made in China which is why he said "bigger problems to worry about than getting the latest graphics cards". SOME GPUs are made in Taiwan, most are made in China. Probably every air cooler that's made to go onto the GPU, and these are VERY custom air coolers since their tolerances have to be VERY exacting come from China. Each model of each company is a different air cooler. Just replacing the ability to manufacture air coolers would take years of work, probably by German companies where this kind of technology also exists, but they still do their manufacturing in China for the most part.

[@tankerock]

@@lilblackduc7312 Still better than Trumpy Dumpy

[@tankerock]

@@lilblackduc7312 cope harder

[@tankerock]

@@lilblackduc7312 good boy

[@ricopags]

Surprisingly well done and comprehensive. Kudos to the production team! (and AMD PR :p)

[@ricopags]

Like, I will actually share this on social media it is so well done. Nothing I didn't know already but a shocking quantity of stuff I do for a single short video lol. Lisa Su is under appreciated as a genius leader so it's nice to see her getting some recognition.

[@nathanielswanson5730]

They left out where AMD got the money to turn the ship around. Dr. Lisa Su doesn't care about national security. She just wanted that sweet sweet government money. First, sell trade secrets to China then convince the US government to give you money due to national security threats... from China.

[@abrahamacantilado7181]

8:45 the RGB in the background: I am the MVP

[@Rajkumaryadav-ir3vb]

Storing every information in a chip and processing it and giving the best result. Increasing the life of chips.

[@michaelSlick50]

AMD is amazing. I've been a supporter of them since their 586 upgrade chip for 486 systems back in 1996 or 97. I've used AMD in almost every system that I've ever owned since, including my video graphics cards since they bought ATI. Good quality, integration and performance per cost.

[@mintymus]

As a result, your builds were far less technically advanced over the years...including now.

[@KaitainCPS]

They kinda sucked between 2010 and 2017. The Bulldozer architecture was flawed and was simply not competitive with Intel’s lines during that period.

[@MarcABrown-tt1fp]

@@mintymus How much is far less in your eyes? Because as far as I'm concerned AMD has never fallen below 40-50% of the performance in any given generation of their competitors even in their worst times even with the FX series blunder or even better Vega...To be completely honest the fact that AMD created the 64 bit instruction set back in 2003, along with true independent multicore CPU's can't be ignored. AMD definitely wasn't good in the CPU department from 2009-2016, and GPU hardware from 2016-2020.

[@mintymus]

@@MarcABrown-tt1fp 40-50% = far less.

[@spacetoast7783]

@@KaitainCPS AMD was a good value proposition at that time, at least. They just didn't have anything to compete at the high end.

[@davidjohansson8739]

Honestly not a huge AMD fan and I couldn't care less whether their CEO happens to be a woman or a man. But what Lisa Su has managed to accomplish with AMD is nothing short of amazing and I'm sure she'll go down as one of the greatest CEOs of all time, she deserves it.

[@robertbenoit5374]

Ryzen was an Evolutionary Microprocessor in 2017 and Intel was left Chasing it's tail. They are catching up and I think part of that is because they have also hired TSMC to fab their chips for them. As for the GPU side of things, NVIDIA has seen the light and is also doing Chiplets. I hear rumors that the 5000 series cards will have this feature although that is not confirmed yet. And since chip manufacturing is massively expensive they have also shifted manufacturing to TSMC as well. I absolutely love the RYZEN processor. I built 2 computers with 1700X CPUs, A 2700X for a buddy of mine, A5600G for my stepmother and the machine I am on now has a 5800X, plus I bought a laptop with a 4600H. I am also using the Radeon 6700X video card on this machine. I couldn't get a 3rd party card due to inventory shortages so I got a reference card direct from AMD. Still a great product and I cant wait to buy the new card as soon as the market stabilizes a bit.

[@TacticalTrucker]

AMD are the ones responsible for the APU processor, combining the Northbridge processor with the CPU helped my business out a lot, now, instead of the CPU, having to go through the Northbridge processes separately to communicate with every other chip on the board the Northbridge process it was combined with the CPU, allowing for faster communication between the RAM and the CPU Thank you AMD

[@rakibshaharia5758]

she really changed the CPU market for good.

[@tonypadilla9136]

She had a lot to do with it.

[@scpatl4now]

I remember when ryzen hit the market in 2017, I told everyone who would listen to buy stock in AMD. Everyone who listened has made at least 5x on their money and if they got out a year ago it would have been 16x.

[@rwhunt99]

I just hope the focus on improving their power to computing ration in their newest graphics cards. The cost is astrornomical and the power demands are also far exceeding the consumer market. I hope the work to bring the power demands while they increase frame rates.

[@OutDoorFun3]

In 1965, Gordon Moore posited that roughly every two years, the number of transistors on microchips will double. At the 11:01 mark the CC says "Resistors" not transistors.

[@big_2361]

No Moore said resistors. You should research it

[@jrstf]

@@big_2361 - Then we give Moore too much credit.

[@hyena8385]

​@@jrstf@big not sitting on the fence deliberately but both correct because the transistor gets its name from its full name which no-one ever uses nowadays: the Transfer Resistor

[@jrstf]

@@hyena8385 - Neat. But all the world is made up of R L and C unless you want to consider sources, nonlinears, and controlled elements.

[@NguyenAzn]

Obviously having a PHd CEO and knowing what they are talking about helps a ton! Praise Lisa!!!!!

[@Lybrel]

Why would a PhD help a CEO? If anything, it probably leads to bias towards higher education when in reality we need to train 90,000 high school dropouts quickly for the semiconductor field. Good thing most of the CHIPS money is going to Intel.

[@NguyenAzn]

@@Lybrel Clearly knowing the science behind your product gives a ceo a clear vision of where the semiconductor business needs to go. If you look at the last couple of intel ceos they have no real expertise in technology, only business.

[@jimv77]

Engineers and Technical workers respect a Technical leader...it helps to have a Ph.D but not necessarily needed......A bean-counting-MBA won't always earn the same respect from many Engineers where Engineering is the CORE of the business.

[@emmakai2243]

@@Lybrel So ignoring your conflation of where education funding should be distributed....if all other things were equal, who would you rather hire a non-PhD or a PhD to run a giant high-tech company?

[@Lybrel]

@@emmakai2243 if "all other things were equal", the one with two more years (of travel?) and $200,000 better spent. Anyway, it's not "obvious" which is the first comment I'm replying to

[@DMAC_NY]

I'm currently planning my PC build... I was undecided between AMD and NVIDIA... this video made up my mind... Team red it is!! Can't beat the performance to value 👌

[@DMAC_NY]

@vito Oh Vito... next time I'll ask your permission to watch videos like these in the future boss lol! FOH!😂 Before I make purchases like that, I like to research and do my due diligence.. this Video was probably suggested because not only do I love tech, I also invest in real estate... does that at least count for the "etc" part Lil buddy? 😂😂😂🤙🏿

[@haven216]

Depending on your budget, I recommend going with NVIDIA, as they're simply superior to AMD in GPUs.

[@fantraine7148]

@@haven216 theyre not superior in most things a consumer needs, outside of ray tracing and theyre justs lightly better on encoders.

[@michaelsutherland5848]

My refresh into an AMD CPU nine months ago has been seamless. Highly recommended.

[@jaxwylde2139]

Good report, but surprised no one caught the verbal error regarding Moore's Law. @ 11:00 I think you meant to say, '..transistors' instead of resistors. Resistors are a key component in IC's, but that law was referring to the number of transistors doubling every 18 months.

[@Phenom98]

Watching this on my 5700x pc. What AMD did for CPU advancement and affordability is nothing short of amazing

[@balesjo]

Watching this on my Ryzen 7 5800X sy6stem I built a couple of years back. Currently considering upgrading to a Ryzen 9 CPU. And I haven't considered an Intel product in years!

[@Optimusprime809]

I like the CEO, so cool! Done a lot for the company, and she even did this interview in person, that's crazy! She must be busy!

[@arriagatwo4544]

AMD's ceo is an intelligent woman who speak opently about the company's products and plans. Kudos to her

[@harshbarj]

I'm happy to see AMD winning. I was a massive fan of them back in the K6-2 days when I built my first system as a teen. Then they did great with the Athlon 64 only to fall behind with the introduction of the Core-2 line. It took 10 years, but I'm proud to again have a AMD CPU in my main gaming rig with a Ryzen.

[@me_luga8036]

We need many more companies like Intel and amd so cpus can be available at competitive rates .

[@jimethota]

This is what happens when companies refrain from putting business majors and accountants in charge of companies, all they do is look short term. Put an engineer in charge of your semiconductor company and look what happens

[@novah589]

Every CEO of AMD has been an Engineer, yes even during their bulldozer years, so you could equally say having an engineer as CEO is a bad idea.

[@HiddenAgendas]

@@novah589 u need to hire Asians. Periodt

[@shannonfamily]

"number of resistors on a chip would double" , I think Moores law was transistors. Aside from that, great video. I love AMD I have 3 PCs home and work and one I built for my MIL and all have AMD Ryzen in them. I also have one 6700XT but the rest are Nvidia.

[@perpetualtech5906]

Ah darn.. I was about to post the same thing when I seen it in the video. Ah well... I thought it was funny. Good video nonetheless.

[@jessefisher1809]

Yeah I caught that too. resistors?

[@bakerkawesa]

You noticed

[@Tuings]

Heard this went straight to the comments

[@vtwin0001]

Lisa is an AMAZING CEO!

[@herok4306]

I am an electronics engineer and for me microcontrollers and microprocessors are just like a sheet of canvas for an artist where I can create my masterpiece.. :)

[@alexbroere2669]

Oh man loved my AMD 64 in my desktop. Really like how AMD is able to fight back. It's good for the consumer and the market. Keep up the good work!

[@AniHajderaj]

Lisa is simply brilliant.

[@bentosekai]

it feels good to see AMD succeed as an early adopter of Ryzen (R7 1700 still going strong in the PC i built back in high school)

[@igeekone]

I feel that we're at a really exiting point in computing architecture. We now have many really good chip designers.

[@rickyschultz2572]

I worked for AMD in Austin, Texas fab 14/15. I was there when they came out with the first 1gig chip. They already had Intel!

[@KP-xi4bj]

It will be hard to shake Intel's grip on mass produced CPUs. Intel is in cahoot with Microsoft. All Intel chips are developed around running Microsoft software. I've worked for many employers over the years and never have I used a company computer using AMD cpus. It will be an uphill battle for AMD.

[@mooripo]

Great one thanks, music loud though.

[@Zyralta]

Bought an Acer Swift X months ago, absolutely remarkable, the Ryzen 7! Keep it up AMD!

[@steveweidig5373]

Not having Fabs was pretty logical 15 years ago, but now, this could start to hurt them. Badly! TSMC has, starting with the 5nm process, starkly increased their prices. Their 5/4nm processes have been reported to be twice those of the 7/6nm processes, which were already a 50% increase over 12/10nm. Up until that point, the price increases per node were more like 10-20%. So, what changed? Well, 2 things: 1. The global chip crunch from 2020 onwards, which made those fabs so valuable that they could basically ask any price and get payed. but more important is: 2. The market consolidation into just 3 potential microchip producing companies that can still produce high-end leading-edge computer chips. Those are TSMC, and to a lesser degree, Samsung and Intel. This means that TSMC is pretty much without competition, as neither Samsung nor Intel are up to the task yet for 5nm and smaller high-performance chips, forcing AMD, NVidia, Apple and the like to go with TSMC, and they know it, so they crank their prices sky high to get as much profit as possible. The result: AMD, traditionally the cheaper option, can't compete with Intel on price anymore with desktop CPUs, while NVidia is increasing the prices of their GPUs beyond what most gamers can actually afford. So unless someone can break TSMC's de facto monopoly, chip prices, especially all those different high-powered ones in computers, will rise very sharply over the course of this decade. I expect a mid-range PC or laptop to be closer to two grand by the end of the decade if this trend continues even outside of scalper prices. And Intel will be the cheaper option due to in-house production and packaging making it much cheaper for them than having to accept the overly inflated TSMC pricings.

[@techworld3043]

You are so wrong. Do you know how much do you need to build foundery ?

[@steveweidig5373]

@@techworld3043 I do know that it costs billions by now and take several years to do so. I also know that those costs are also increasing - but nowhere near as fast as TSMC is increasing their prices.

[@mintymus]

@@techworld3043 ***FANBOY ALERT***

[@techworld3043]

@@mintymus me or other guy ?? 😂

[@mintymus]

@@techworld3043 Having a foundry is a good idea long term--as the originally comment mentioned.

[@rgms573]

Congratulations to AMD, they did the right thing putting a CEO with a technical background to lead their company.

[@jsl02008]

Yup bean counters should automatically be disqualified for CEO positions.

[@jan_phd]

And yet, Lisa Su says, the 'chips' power everything. No, the processors do not 'power' anything. So not THAT technical.

[@re4796]

@@jan_phd you're not ok in the brain

[@pieterrossouw8596]

It's almost like replacing lawyer-CEOs and banker-CEOs with engineer-CEOs at an engineering company makes sense.

[@ojonasar]

Would be interesting to see how large a CPU/GPU would be if they were at the scale of modern multi-layer PCBs.

[@vivianvaldi7871]

I'm going to buy AMD soon, bc I think it's a good company. Man, I'm so bad in the investment department. But let's give these folks a chance.

[@oshinoyoshida]

@11:00 the number of resistors ? lol

[@az-fy3mp]

many people think it's her who made all this, but i'm pretty sure the person that actually deserves most of the credit is a guy called jim keller, who is the main architect for the zen architecture. though she did create remarkable results after jim left for tesla.

[@FunWithBits]

In the 90's I bought AMD stock at some super low price and it went down more so I sold. Some months later it went up many fold. Anyway, I tied the name Jim Keller to this growth. So 20 years goes by and AMD is at a dollar a share and I hear Jim is coming back. Payday for me!! =) Anyway, I think you are correct. Jim Keller seemed to be involved in both times AMD had its great times. Also, Keller is is involved in the early chip development so is work does not start to show anything for a couple of years. He is often done and leaves the company before his work has a chance to shine.

[@neilruedlinger4851]

From time index 10:57 Ms Tarasov mentions Moore's Law in terms of the number of resistors on a Silicon microchip would double about every two years. The transcript itself notes at time index 11:01 "of resistors ..." I can't believe that a professional Journalist would confuse resistors with TRANsistors?! Moore's Law states that the number of TRANsistors on a Silicon microchip would double about every two years. The TRANsistors are the actual voltage/current switching elements that enable electronic digital computers to implement binary logic, patterned/organized into computing elements applying the Mathematical principles of Boolean Algebra.

[@johnw9190]

I used to invest in AMD in the early '00s. It's price cycle was so regular, it was a rational investment to make when it dipped. Now, forget about it. I wish I played the long game in AMD. But I never thought they would ever be anything but an also-ran to Intel.

[@johndoh5182]

Yeah I wish I bought into AMD in 2016. I'd be pulling out my investment next year after they have a very successful run with Zen 4 product and their server business which is driving their value.