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Ahead of AMD's CES event tomorrow, Fortune Magazine interviewed the company's CEO, Lisa Su. Among other things, Lisa admitted that the Spectre and Meltdown vulnerabilities that surfaced about a year ago were a "wake up call" for the whole industry. Talking about the ongoing geopolitical issues with China, she mentioned that the Chinese market accounts for about a quarter of AMD's business, which is a statistic I've never heard before. However, she didn't seem worried about Amazon's announcement of their own "Graviton" datacenter CPU, saying it's "totally fine" and "part of the evolution of the datacenter." While answering audience questions, she also mentioned that AMD probably won't enter the FPGA market, even if they do intend to work with companies like Xilinx. While the interview wasn't as revealing as the investors probably would've liked, we should get some more information tomorrow. AMD's keynote is still scheduled to start on Wednesday, at 11 AM CT.
Check out the full interview here.
"We can never say that we've caught everything," the CEO cautioned. But AMD is plowing plenty of resources into engineering more secure hardware and software on a product roadmap that extends several years into the future. It was a sobering moment in an otherwise spirited, freewheeling discussion with Fortune’s Michal Lev-Ram. Su has plenty of reason to be optimistic. Her Santa Clara, Calif. chipmaker ended last year as the top stock on the S&P 500. (It now trades around $20.50 with a market capitalization of more than $20 billion.) And this year marks AMD's 50th anniversary, a triumph of survival after the company seemed left for dead in 2016.
Check out the full interview here.
"We can never say that we've caught everything," the CEO cautioned. But AMD is plowing plenty of resources into engineering more secure hardware and software on a product roadmap that extends several years into the future. It was a sobering moment in an otherwise spirited, freewheeling discussion with Fortune’s Michal Lev-Ram. Su has plenty of reason to be optimistic. Her Santa Clara, Calif. chipmaker ended last year as the top stock on the S&P 500. (It now trades around $20.50 with a market capitalization of more than $20 billion.) And this year marks AMD's 50th anniversary, a triumph of survival after the company seemed left for dead in 2016.