AMD CEO Lisa Su's Taiwan Visit: Advancing AI, Challenging NVIDIA

Earlier news indicated that AMD CEO Lisa Su is planning to visit Taiwan, China in July, although the exact date was not confirmed. According to the Taibao news on July 3, there are reports from the supply chain that Lisa Su will attend the AMD Innovation Day event in Taiwan on July 19. During her visit, she will meet with high-level executives such as TSMC President Wei Zhejia. The discussions may focus on future advanced processes such as 3nm and 4nm, as well as advanced packaging collaboration strategies.

In the first half of this year, the AI sector has been booming, with NVIDIA being the center of attention with its AI chips facing high demand. Following suit, AMD has announced the upcoming release of the MI300 series products, expected to launch in the fourth quarter, challenging NVIDIA's exclusive position. Software companies have already conducted tests and found that AMD's current MI250 chip performs at 80% of NVIDIA's A100, which is in short supply, thus offering a viable alternative. Additionally, the industry has observed strong performance from the AMD Radeon RX 7000 series graphics cards in AI computations on open-source platforms.

Earlier reports from JMW previously stated that Microsoft and HP have confirmed their adoption of AMD's MI300 chip, and it is expected to be shipped to customers such as Amazon and Google in 2024. This is expected to have a positive impact on the supply chain.

Industry insiders point out that with NVIDIA and AMD leading the AI sector, AI-related stocks not only possess thematic appeal but also demonstrate fundamental performance improvements. Currently, AI applications have become the focus of a "technology arms race" among major tech companies, creating sustainability for future growth in the AI field.