Home Speakers Lisa Su Quote TSMC has a long track record of providing the leading-edge manufacturing capabilities that have enabled AMD to focus on what we do best, designing high-performance chips that change the world.
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More from Lisa Su Filing AMD Q2 2026 earnings release (SEC Form 8-K, Exhibit 99.1) Aug 4, 2026
More broadly, AI is driving a significant expansion in demand for compute across all of our markets, and our leadership portfolio and growing customer visibility position us exceptionally well to capture this expanding opportunity and deliver substantial revenue and earnings growth in the years ahead. Filing AMD Q1 2026 earnings release (SEC Form 8-K, Exhibit 99.1) May 5, 2026
We delivered an outstanding first quarter, driven by accelerating demand for AI infrastructure, with Data Center now the primary driver of our revenue and earnings growth... Filing AMD and OpenAI strategic partnership announcement (SEC Form 8-K, Exhibit 99.1) Oct 6, 2025
This partnership brings the best of AMD and OpenAI together to create a true win-win enabling the world’s most ambitious AI buildout and advancing the entire AI ecosystem. Filing AMD second quarter 2025 results Aug 5, 2025
We are seeing robust demand across our computing and AI product portfolio and are well positioned to deliver significant growth in the second half of the year...
On the same topics Filing Broadcom Q3 FY26 earnings release (SEC Form 8-K, Exhibit 99.1) Sep 2, 2026
Demand for our custom AI accelerators and networking continues to be very strong. Q3 AI semiconductor revenue of $16.7 billion grew 221% year-over-year, and 54% quarter-over-quarter... Filing Broadcom Q3 FY26 earnings release (SEC Form 8-K, Exhibit 99.1) Sep 2, 2026
In Q4 the momentum continues, and we expect AI semiconductor revenue to accelerate to $21.7 billion, up 236% year-over-year. Filing NVIDIA Q2 FY27 earnings release (SEC Form 8-K, Exhibit 99.1) Aug 26, 2026
The AI infrastructure buildout is at full steam. Vera Rubin, now in full production, was built to power exactly this moment. Filing Intel Q2 2026 earnings release (SEC Form 8-K, Exhibit 99.1) Jul 23, 2026
AI is driving unprecedented demand for compute, and as we continue to execute, Intel is well-positioned to capture sustainable growth across our CPU franchise, ASICs, advanced packaging and vast wafer foundry network... Filing Broadcom Q2 FY26 earnings release (SEC Form 8-K, Exhibit 99.1) Jun 3, 2026
The momentum continues and in Q3 we expect semiconductor revenue from AI to grow over 200 percent year-over-year to $16.0 billion. Filing Intel Q1 2026 earnings release (SEC Form 8-K, Exhibit 99.1) Apr 23, 2026
The next wave of AI will bring intelligence closer to the end user, moving from foundational models to inference to agentic. This shift is significantly increasing the need for Intel’s CPUs and wafer and advanced packaging offerings... About this quote 
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