AMD CEO Lisa Su: Taiwan is an important supply chain for semiconductors and AI

2024/06/14

Business Times
June 07, 2024
Author Yan Ruitian

AMD CEO Su Zifeng said in Tainan on the 7th that Taiwan's semiconductor ecosystem is really incredible, bringing everyone together and bringing technology to the world. She was even more amazed that Taiwan is the world's leading country when it comes to CoWoS advanced packaging. During the test, it was the only place where everyone could understand what CoWoS was. Regarding Taiwan’s role in the AI era, Su Zifeng said that AI products are currently quite complex. Advanced AI products have more than 150 billion transistors. Taiwan is A critical supply chain that can bring these together.

AMD CEO Su Zifeng and Acer Chairman Chen Junsheng participated in the "2024 Southern Semiconductor Forum - AI Century Dialogue" hosted by SEMI Global Marketing Director and Taiwan President Cao Shilun on the 7th. AMD CEO Su Zifeng Feng said that he was very happy to return to Tainan after 10 years. This is a very special year for Tainan. It marks the 400th anniversary of the founding of the city. This Southern Semiconductor AI Century Dialogue is an event celebrating the 400th anniversary of the founding of the city.

She said that she had a very exciting week in Taiwan this week. Everyone was talking about AI, and all the global technology giants also came to Taiwan to discuss cooperation matters with supply chains and partners to discuss the future.

Su Zifeng emphasized that AI is the most important technology in the past 50 years, and it is also a good opportunity to make life better, such as medical care and research and development capabilities. This is Taiwan's strength. Taiwan is the core and is also targeted by AMD. The focus is on improving computing performance. "This is really an exciting time."

Chen Junsheng, chairman of Acer, believes that AI is obviously a major trend in the future, but its wave has just begun. He also made three points. One is that in the past, we used computers to search, but now computers can search with you. I will give you the answer directly in the form you want. The second is that elders like him or slightly older used to "learn computers", but now computers are learning from humans, and computers are adapting to humans. This is another major issue. changes.

In order to respond to market demand, he said that Acer has developed and produced generative AI as a customer service, just like in the Internet era, companies built web pages to serve customers. He believes that AI will have more and more applications in the future.

Su Zifeng pointed out that the world of semiconductors is about building technological capabilities, and AMD’s mission is to create high-performance computing capabilities to make the world a better place. In order to achieve this goal, it may take many years. Fortunately, AMD has good partners like TSMC in Taiwan. Due to the complex manufacturing process, it requires very close cooperation in the supply chain.

She said that in the process of creating advanced AI computing technology, advanced packaging and testing is necessary, such as CoWoS. Surprisingly, Taiwan is the only one in the world where everyone can understand what CoWoS is when it comes to advanced packaging and testing of CoWoS. place.

Su Zifeng said that AI products are currently quite complex. Advanced AI products have more than 150 billion transistors and 12 chips (chiplets). Taiwan is an important supply chain that can put these together.

Chen Junsheng said that anything starting with the word "smart" means more efficient and environmentally friendly. For example, smart city is a broad representative with all-encompassing applications, such as Tainan's smart parking solutions, smart water meters, smart electricity meters, and smart medical care. etc. We are also based on AI in smart medical care and have invested huge resources. So far, doctors and professors in China have published more than a thousand smart medical papers, and the number in the United States is about ten times that of ours.

When answering people’s written questions about leadership, Su Zifeng shared a story about her growth. She said that she was born in Tainan and went to the United States when she was 3 years old. In order to pursue the American dream, everyone can find that her English is excellent, but Her Chinese skills were poor, but she saw good opportunities in the United States.

Su Zifeng said that during her studies, she majored in electrical engineering. After graduation, she worked at TI, IBM, and later AMD. In the workplace, she loved building things and was particularly specialized in complex matters. Therefore, she suggested that young people start to enter In the workplace, building good products will be a very important thing for your career and career, and the technology industry happens to be a good field, because there are many problems to be solved here, and as long as everyone works together and cooperates , you can come up with a solution.

How will quantum computers impact the semiconductor supply chain? Su Zifeng pointed out that quantum computers are a very interesting field. Although there is a lot of research, it is still early and it will not have an impact on the semiconductor supply chain as a whole.

Regarding Taiwan’s semiconductor ecosystem, Su Zifeng said that Taiwan is really incredible, especially when companies with different technological capabilities can come together. IMD has very close cooperation with many supply chain and design companies in Taiwan, and has established a It’s a great platform. Everyone’s understanding is that Taiwan is a very good place to bring everyone together and bring technology to the world.

Regarding innovation, Su Zifeng said that it is very important to have the courage to take risks if you want to try new things. If you want to discover the next bright spot, develop the next generation of technology, and create the next generation of products, you need to break away from the existing Although sometimes it will fail and sometimes it will succeed, taking risks is necessary.

Regarding the technical differences between AI computers and AI mobile phones, Su Zifeng said that AI is everywhere now, and AI will be applied to different fields and products. AI computers are a new product, equipped with neural network processors (NPUs). Taking our lives to another level, AI mobile phones will also take us to a higher level. The only difference between the two is that mobile phones are a good tool for digesting information. In any case, we are happy to see AI applied to these different equipment and can give us a good experience.

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