Huida CEO Jen-Hsun Huang has been invisible in the high-tech industry for many years. After highly intensive media exposure, Nvidia's stock price has soared and become a phenomenon-level stock in the post-epidemic era. Now Wall Street reports a piece of Nvidia news almost every day. Coincidentally, Huang Renxun’s family members are also from Tainan. Su Zifeng, who has beautiful academic qualifications, is Huang Renxun’s cousin. She started to work on the AI track ten years ago and now becomes Huang Renxun’s Huida competitor.
Su Zifeng attempts to build a complete AI ecosystem and become a track for Full Stack development. Su Zifeng focuses on emphasizing the three core competitive points of AI chips, namely performance, price and supply chain.
Su Zifeng, CEO of AMD (Advanced Micro Devices), has recently changed her low-key attitude in the past and frequently appeared on TV and news media to accept media interviews. She has contacted many financial reporters online in the past, but she rarely reveals her true identity to the media. With AMD's stock rising steadily, AMD's product line and supply chain developing steadily, there are more and more bullish reports on AMD's market, and analysts have listed AMD as a solid investment target.
The AI track has just begun and will usher in US$400 billion in 2027
Su Zifeng was interviewed by Yahoo Finance reporter Brian Sozzi at Goldman Sachs' Communacopia annual investment conference. She predicted that the overall artificial intelligence market will reach US$400 billion in 2027. AMD is ready to embrace the super cycle of the AI track and will launch it by the end of the year. MI 325X kills other AI chips on the market with a single blow.
After nearly 12 years of experience as Vice President of Semiconductor R&D at IBM, Su moved to AMD. With her senior product research and development experience and solid management capabilities, Su Zifeng actively invested in and acquired AI startups and fully developed the Instinct MI 300 series of products. .
AMD emphasizes AI performance and is expected to be better than Huida
Performance is AMD's main draw. AMD claims that its EPYC processor and Instinct accelerator can provide superior performance to AI data centers than Huida. MI 325x is an updated version of the MI 300 accelerator, which is called a monster-level memory. It has a larger capacity and can provide Excellent computing capabilities to handle complex and crowded workloads of AI data. Following the launch of the MI 325x at the end of the year, the MI 350 will be released next year, and the MI 400 is planned to be launched in 2026. In response to this point, Huida has always stated that it will not compare with other similar competing products.
Acquisition of ZT Systems moves towards full-stack development of AI libraries
AMD announced on August 19 that it would acquire ZT Systems for $4.9 billion to move towards Full Stack full-stack development. ZT Systems provides computing, storage and accelerator solutions to cloud and telecommunications service providers.
The supply chain comes from the United States and complies with the America First policy
According to a Yahoo Finance reporter who interviewed Su Zifeng and asked AMD how to solve supply chain problems, Su Zifeng said that AMD has always been a partner of TSMC. However, AMD's chips will come from TSMC's factory in Arizona, USA, not Taiwan. While the world is scrambling for AI chips, geopolitical and economic effects are still the biggest considerations. AMD purchases chips based on the principle of "America First" local procurement, which ensures that the supply chain will not be interrupted by politics or other external factors, and also effectively controls transportation costs.
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