Last year, Lisa Su made her boldest gamble yet: signing a deal to buy Xilinx for $ 35 billion, describing the acquisition as “transformational” for the company. Now, in an interview with Barrons, he has spoken of many interesting factors of which we will summarize below.
According to AMD, the chip shortage will end this year
How has the COVID-19 pandemic affected AMD’s management philosophy?
“I think the way we communicate with our employees is different; The way we communicate with our partners is different, and in some cases it is more and better because you can access people more easily because they are not traveling all the time. In other cases you find that face-to-face interaction is lost, and I really hope that people will come back to the office and spend more time with our clients and partners as soon as possible.
Are there any lessons about the pandemic that you think will take place when we resume what we used to think of as normal life?
“We have greatly optimized our products to help this new technological environment. For example, on PC we have done a lot of optimization on the collaboration experience. We are very proud of the fact that we are in the infrastructure behind many of those applications, and we will continue to evolve that going forward because we believe it is a big part of the equation. “
How does the decision to acquire Xilinx affect AMD’s vision for the future?
“The technology business is all about making big bets. Xilinx is a big bet for AMD, and we believe that when computing is looked at over the next 5 years, Xilinx will be number one for adaptive computing and programmable chips. We believe that it is something very complementary to the CPUs and graphics technology that we have; We believe in this world, where you need all the different types of computing, and since Xilinx has a strong presence in markets where AMD was not, combining both companies we will have a great technology set that will reach more markets.
AMD participates in several markets dominated by other companies such as Intel or NVIDIA, how will AMD be able to demonstrate its competitive advantage?
“I think we have made some very important technological bets. We were pioneers in chiplet technology, which is actually the idea of breaking these very large and complex processors into different pieces, because it is a better way to put systems together. That was a big gamble at the time, and it turns out it’s the best way to build high-performance CPUs today… our claim to fame will always be to go beyond technology and have the best in the computing market. ” .
Do you have any updates on when you think the shortage situation will end?
“I think it is different for each sub-segment of the market. For this year, we will still be quite tight in terms of stock, but I think that going into 2022 it will depend a bit on the dynamics of the market in general, but we are certainly generating more production capacity every quarter.