searchlore

Back to Resource

All Segments

View From The Top with Lisa Su: Chair and CEO of AMD

View From The Top with Lisa Su: Chair and CEO of AMD

28 segments available

In this View From The Top interview, Michael Liu, MBA ’25, speaks with Lisa Su, Chair and CEO of AMD. Lisa shares stories about her upbringing, her leadership and management principles, the current AI landscape, and her outlook for the future. She shares key decisions she made to transform AMD and how she motivated the organization to meet key milestones. A can't miss conversation for anyone interested in leadership, turnarounds, semiconductors and AI.

Segments Timeline

1
0:04 - 0:28
0:23 duration86 words

Cultural Roots and Ambition

Lisa Su reflects on her upbringing in Taiwan and her family's immigration to the U.S. She discusses the influence of her parents on her ambition and educational pursuits, highlighting the cultural pressures of academic success and the encouragement she received to strive for greatness.

"Lisa, welcome to Stanford. >> Wonderful, it's so great to be here. >> It is a pleasure and an even greater honor to have you with us here today. >> Thank you. >> Many of us have followed your career a..."

2
0:28 - 1:44
1:15 duration220 words

The MIT Journey

Lisa shares her academic journey at MIT, where she earned three degrees. She explains her early curiosity about technology and how a chance job in a semiconductor lab ignited her passion for building chips, setting the stage for her future career in semiconductors.

">> That sounds wonderful, thank you. >> Great, so you were born in Taiwan, and immigrated to New York with your parents at the age of two. What was it like growing up at the nexus of two cultures? And..."

3
1:44 - 2:56
1:12 duration215 words

From Engineer to Leader

Lisa discusses her transition from engineering roles at Texas Instruments and IBM to leadership positions. She reflects on the importance of learning on the job and how managing teams allowed her to amplify her impact in the semiconductor industry.

">> [LAUGH] >> That doesn't seem to have held you back, though. [LAUGH] Now, what drew you towards a career in semiconductors and building chips, as opposed to academia or any other career? >> Yeah, ab..."

4
2:56 - 4:31
1:35 duration251 words

Embracing Hard Problems

Lisa talks about her approach to solving difficult problems in her career. She emphasizes the value of curiosity and teamwork in overcoming challenges, sharing a story about a stressful product launch that required creative problem-solving to succeed.

"work for graduate student and running some of it's experiments. And I thought it was so amazing that you could actually put on, sort of, a tiny little chip, so much power. And at that time, it wasn't ..."

5
4:31 - 5:01
0:29 duration89 words

The Power of Leadership

Lisa articulates her belief that effective leadership involves uniting teams to tackle significant challenges. She discusses how leaders can inspire creativity and focus to achieve what seems impossible, highlighting the impact of working on groundbreaking projects.

"and working on real-world things, what I've enjoyed the most in what I do is like the work that we're doing with chips and products. You can actually go and you can walk down to Best Buy and see some ..."

6
5:01 - 6:45
1:44 duration328 words

Recognizing Underestimated Talent

Lisa shares her perspective on leadership and the importance of recognizing underestimated talent. She recounts her own experiences of being given opportunities and emphasizes that leadership skills can be developed through diverse experiences.

"first got into engineering. And to your question of, engineering versus business, or engineering versus people management. Again, I'd like to say that I grew up at IBM, that was the place where I spen..."

7
6:45 - 11:19
4:33 duration712 words

A Defining Moment with Lou Gerstner

Lisa recounts a pivotal moment in her career when she was invited to meet Lou Gerstner, the CEO of AMD. She reflects on the significance of being chosen for such an opportunity early in her career and the responsibilities that came with being his technical assistant.

"So it was, I'm sorry, John Carter, did I say that? Is that okay for me to say? >> [LAUGH] >> So, the truth is there was just a lot of on-the-job training. And the beauty of career development is when ..."

8
11:49 - 13:40
1:50 duration296 words

From COO to CEO: The Journey

Lisa Su shares her journey from joining AMD as a senior vice president to becoming CEO. She discusses the skepticism she faced when joining AMD and the company's challenges at the time. Su highlights the importance of leading a company that matters and her vision for AMD's future, emphasizing the need for strategic decisions during times of transition.

"much just from observing. And so I view that as somebody took a chance on me, it's one of the most impactful experiences of my career in terms of just understanding what life would be like as a CEO. A..."

9
13:40 - 15:07
1:26 duration242 words

Navigating Industry Transitions

In this segment, Lisa Su reflects on the semiconductor industry's evolution and the critical decisions that shaped AMD's direction. She discusses the importance of understanding market dynamics and the need for companies to adapt during significant technological transitions. Su emphasizes that the right decisions today will impact the future, particularly in a rapidly changing industry.

"I had a great run at Freescale Semiconductor, it was my first opportunity in the C-suite. So I was CTO of the company and then I ran one of the larger businesses. And then I was like hey, I need to tr..."

10
15:07 - 16:12
1:04 duration165 words

Defining AMD's Future

Lisa Su explains the strategic choices AMD faced during her leadership, particularly regarding mobile technology versus high-performance computing. She discusses the importance of focusing on core competencies and making informed bets on future markets. Su highlights the need for patience and long-term vision in the semiconductor industry, especially during periods of transformation.

"whether you're talking about businesses economies national security, all of those things, so that's why I joined AMD. And the opportunity at that time was a industry that was going through just a ton ..."

11
16:12 - 17:40
1:28 duration221 words

The CEO's Vision: Balancing Act

Lisa Su elaborates on the balance between defensive and offensive leadership strategies during her tenure at AMD. She discusses the necessity of cost-cutting while also diversifying product lines. Su emphasizes that successful leadership in tech requires making bold decisions and understanding the long-term implications of today's choices.

"the leadership was in transition. So I joined in 2012 to run the business units, there was no concept of business units, PNLs, those kinds of things, so there was a lot of transformation to be done th..."

12
17:40 - 21:04
3:23 duration544 words

Embracing Moore's Law Challenges

In this segment, Lisa Su addresses the slowing of Moore's Law and its implications for the semiconductor industry. She discusses how AMD had to adapt its strategies to remain competitive and the importance of innovation in high-performance computing. Su shares insights on the need for companies to evolve with industry changes and the significance of setting realistic expectations for product development.

"that was back in October, 2014 and some things I remember very well. >> Well, it definitely wasn't easy when you joined the helm, the company was at the brink of bankruptcy, and the share price was ho..."

13
21:01 - 22:09
1:07 duration184 words

Transforming Company Culture

Lisa Su shares her approach to changing AMD's internal culture from an underdog mentality to that of an industry leader. She emphasizes the significance of a learning culture, collaboration, and the drive to push technological boundaries. This segment provides valuable lessons on leadership and cultural transformation in a tech company.

"All of you have probably heard about Moore's law, Moore's law was the idea that, basically, continuing to double the amount of capability reduce the price every two years. Moore's Law was essentially ..."

14
22:09 - 23:09
0:59 duration188 words

The Power of a Learning Culture

In this segment, Lisa Su elaborates on the importance of a learning culture at AMD, where mistakes are viewed as opportunities for growth. She discusses how this mindset fosters innovation and collaboration, ultimately leading to better technology and products. This perspective is essential for anyone interested in effective leadership and team dynamics.

"day operation. And so from the AMD culture standpoint what I'd like to believe is that everybody in the company is here because we love pushing the bleeding edge of technology. If you want to join AMD..."

15
23:09 - 24:40
1:30 duration230 words

Navigating Geopolitical Challenges

Lisa Su addresses the geopolitical landscape affecting the semiconductor industry, discussing how AMD navigates policy decisions like tariffs and export controls. She highlights the importance of balancing compliance with US regulations while maintaining a global presence. This segment sheds light on the complexities of operating in a politically charged environment.

"the best products out there. >> I love that, a learning culture is something we can all take home with us, now, I want to shift over to talking a bit about the industry and AI, the semiconductor indus..."

16
24:40 - 25:53
1:12 duration230 words

The Future of AI Workloads

In this segment, Lisa Su discusses AMD's strategic focus on inference over training in AI workloads. She explains the technological and market signals that influenced this decision and emphasizes the importance of adapting to the evolving landscape of AI. This insight is critical for understanding AMD's positioning in the AI sector.

"that's what we try to do. I'd like to say we are a global company in the sense that we operate across every part of the world. But as it relates to critical technology, we're very much focused on ensu..."

17
25:53 - 27:19
1:26 duration238 words

AI's Transformative Impact

Lisa Su shares her perspective on the rapid adoption of AI technology and its significance in various sectors. She discusses how generative AI is changing the landscape and the importance of tailoring computing solutions for different applications. This segment highlights the transformative potential of AI and AMD's role in it.

"where we are in technology today. It is an incredibly exciting time in technology today. If you had asked me 5 years ago the rate and pace of AI adoption that we've seen over the last 18 months, I mea..."

18
27:19 - 28:05
0:45 duration152 words

AMD's Open-Source Software Strategy

In this segment, Lisa Su explains AMD's decision to adopt an open-source software approach, contrasting it with Nvidia's more vertical integration. She discusses the benefits of flexibility and interoperability, emphasizing AMD's commitment to fostering a larger developer ecosystem. This insight is key for understanding AMD's competitive strategy in the AI space.

"So to your question about inference versus training, I think that is a little bit more in terms of the tactics of a given year. I would step back from that and say, at the end of the day, you're going..."

19
28:05 - 30:04
1:59 duration297 words

Innovation Sparks New Thinking

Lisa Su reflects on the recent innovations in AI, particularly highlighting the emergence of companies like DeepSeek. She discusses how these developments challenge traditional models and inspire new approaches in the industry. This segment underscores the dynamic nature of the tech landscape and AMD's adaptability in response to emerging trends.

"we're focused on. >> That's very helpful, thank you. I'd like to talk a little bit about AMD software as well. So some have said that AMD is the Android to Nvidia's Apple, more open, more flexible, bu..."

20
30:29 - 34:28
3:59 duration612 words

Unlocking AI's Potential

Lisa Su outlines her vision for AMD's role in the future of AI, focusing on how technology can drive productivity and solve significant global challenges. She discusses the transformative potential of AI in sectors like healthcare and climate change, and the importance of accelerating problem-solving through advanced computing.

"I think that's actually a secondary point. The primary point is you have a new model, an open model that had some very innovative ways of putting things together based on what other people have done. ..."

21
34:28 - 36:30
2:01 duration328 words

Embracing Change and Learning

Lisa Su shares insights on the rapid pace of change in technology and the importance of continuous learning. She encourages MBA students to view their education as a means to develop problem-solving skills and adaptability, preparing them for a future where AI will play a crucial role.

">> Right, well, while we're on the topic of milestones in the future, we're joined by many MBA students, most of whom were born at the cusp of the Internet and are now graduating on the cusp of the AI..."

22
36:30 - 37:52
1:21 duration213 words

Staying Agile in a Fast-Paced World

In this segment, Lisa Su discusses the necessity of agility in business strategy amidst constant change. She emphasizes the importance of collaboration and feedback from customers and partners to stay aligned with industry trends and to effectively execute AMD's five-year milestones.

">> Right, and so if we take that change, will be a constant. How do you stay focused yet nimble at the same time and executing on your kind of five-year milestone? >> Well, I think the key is to alway..."

23
37:52 - 38:13
0:21 duration81 words

Lisa Su's Legacy at AMD

As the conversation wraps up, Lisa Su expresses her desire to be remembered for AMD's contributions to technology. She reflects on the company's mission to create impactful innovations that shape the future, highlighting the significance of their work in the tech industry.

">> We're exited to see what AMD will do next. Now before we open up for the audience Q&A, I have one more question for you. The theme for this year's view from the top is reading your mark. So one que..."

24
38:13 - 40:17
2:03 duration392 words

Future of AI: Challenges and Opportunities

In response to a question about AI advancements, Lisa Su identifies key areas for improvement, including cost efficiency and accuracy of AI models. She discusses the exciting potential of AI agents and the ongoing work to enhance their capabilities, underscoring the transformative journey ahead for AI technology.

">> I love that. Now we'll open up audience Q&A. There's a couple of mics running around. If you're selected, please state your name, your Stanford affiliation, and then your question. >> Hi, Lisa. My ..."

25
40:14 - 41:01
0:46 duration128 words

Data Center Demand: A Long-Term Perspective

Lisa Su shares her insights on the growing demand for data centers and the challenges faced in the supply chain. She believes that the need for more computing power will drive the expansion of data centers, emphasizing a long-term view on the industry's growth rather than short-term fluctuations.

"advance and progress going forward. >> Thanks so much for coming, my name is Derek, I'm an MBA one. I'm also from Taiwan, so a huge inspiration to me, and my question is, Apple, earlier today, announc..."

26
41:01 - 41:56
0:55 duration158 words

Challenging Nvidia: AMD's Strategy

Lisa Su responds to a question about AMD's competition with Nvidia in the hardware space for AI pre-training. She asserts that there will always be multiple technologies in use and highlights AMD's ongoing efforts in training and inference, indicating a commitment to innovation and competition.

"matter what happens, you have access to the most important components locally in region. And so US manufacturing continues to be a very big topic of conversation. I'm a big believer proponent that we ..."

27
41:56 - 45:57
4:00 duration684 words

Career Paths: Startups vs. Big Companies

Lisa Su reflects on the decision-making process for graduates considering their career paths. She discusses the benefits of both starting a company and working for established firms, emphasizing the importance of personal motivation and the potential for impact in either scenario.

"bit of time. >> I'm Iconecas I'm a principal at future ventures at Deep Tech VC, second year, MBA. There's talk of a potential over build in data centers. Microsoft has started to lease their data cen..."

28
45:57 - 47:32
1:35 duration272 words

Rapid Fire: Insights from Lisa Su

In a rapid-fire segment, Lisa Su shares personal insights, including her hobbies, favorite technology, and advice for Stanford students. She encourages dreaming big and expresses optimism about AMD's future, concluding with a positive outlook on the company's trajectory.

">> Thank God. >> Thank you so much. It's been really fun. It's a view from the top tradition to end with a couple of rapid fire questions. So I'm going to ask you a question and you say the first thou..."