Superior Micro Gadgets, Inc. (AMD) UBS World Expertise and AI Convention 2025 December 3, 2025 10:15 AM EST
Firm Members
Lisa Su – Chair, President & CEO
Convention Name Members
Timothy Arcuri – UBS Funding Financial institution, Analysis Division
Presentation
Timothy Arcuri
UBS Funding Financial institution, Analysis Division
Good morning. We’ll get began right here. I am Tim Arcuri. I am the semi and semi tools analyst right here at UBS, and we’re very honored to have Dr. ls with us from AMD. So good morning, Lisa.
Lisa Su
Chair, President & CEO
Good morning. Thanks for having me.
Query-and-Reply Session
Timothy Arcuri
UBS Funding Financial institution, Analysis Division
Nice. Thanks. So first, I simply wished to begin by speaking in regards to the transformation that you simply led, I believe starting 3 or 4 years in the past. You’ve got reworked the corporate from being lower than 20% knowledge heart to almost 50% this yr. What have been the drivers for this transformation? A few of it has been market development, however a few of it was a choice that you simply made years in the past to form of pivot the corporate on this route.
Lisa Su
Chair, President & CEO
Properly, once more, Tim, thanks for having me. It is nice to be right here with everybody. And I believe, within the know-how sector, it is all about making the proper massive bets whenever you have a look at what the inflection factors. I believe during the last, let’s name it, 5-plus years, we have been extremely centered on high-performance computing as a sector, realizing that, as we go ahead, compute can be such an necessary a part of unlocking functionality and intelligence. After which a number of years in the past, it grew to become completely clear that this was going to be all about AI, that AI was the last word software of high-performance computing.
And with that, the funding cycles can be there. I
