EP. 181 · 02.07.2026 · 51:24
AMD'S COMEBACK AND THE VISION FOR CHIPMAKING
with Lisa Su
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EPISODE BRIEF — EP. 181 · AMD'S COMEBACK AND THE VISION FOR CHIPMAKING Guest: Lisa Su · Published: 02.07.2026 · Duration: 51:24 【OVERVIEW】 How AMD went from near-collapse to the front line of AI compute: the bet on chiplets, the discipline of long product cycles, and what it takes to compete for the world's most contested silicon. 【KEY TAKEAWAYS】 1. Taking over a company in crisis 2. Chiplets and the architectural bet 3. Competing for AI datacenter share 4. Supply chains and the next decade 【CHAPTERS】 00:00 — Taking over a company in crisis 12:00 — Chiplets and the architectural bet 28:00 — Competing for AI datacenter share 42:00 — Supply chains and the next decade 【TOPICS】AMD · Semiconductors · AI Compute · Leadership · Manufacturing 【WATCH】https://thedaopod.com/episodes/ep-181-lisa-su-amd-comeback-and-chipmaking
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THE CONVERSATION
How AMD went from near-collapse to the front line of AI compute: the bet on chiplets, the discipline of long product cycles, and what it takes to compete for the world's most contested silicon.
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EP. 181 · AMD'S COMEBACK AND THE VISION FOR CHIPMAKING
How AMD went from near-collapse to the front line of AI compute: the bet on chiplets, the discipline of long product cycles, and what it takes to compete for the world's most contested silicon.
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CHAPTERS
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GUESTS
ON THE ROUNDTABLE
Chair & CEO, AMD
Engineer and chief executive credited with one of the great corporate turnarounds in semiconductor history, now driving AMD's AI accelerator roadmap.
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0:00 · Taking over a company in crisis
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