# Lisa Su
Latest news and articles about Lisa Su
Total: 3 articles found
AMD Courts Samsung to Lock In HBM Supply as AI Chip Demand Soars
AMD CEO Lisa Su will meet Samsung chairman Lee Jae‑yong in Seoul to discuss collaborating on high‑bandwidth memory (HBM) supplies and will also explore AI compute infrastructure cooperation with Naver. The talks are a bid to secure scarce memory resources and to deepen regional partnerships as demand for AI accelerators intensifies worldwide.
AI Demand Outruns Supply: AMD CEO Pushes Back After 17% Share Shock
AMD’s stock plunged about 17% in its worst one‑day drop since 2017 after investors reacted to what they saw as cautious guidance despite a Q4 beat. CEO Lisa Su pushed back, saying AI demand is accelerating faster than expected, that compute demand exceeds supply, and that the Helios server system should help drive a second‑half inflection.
AMD Delivers Record 2025 but Tepid Q1 Guidance Sparks Sell‑Off — China Exports and AI Race Loom Large
AMD closed 2025 with record revenue and profit, driven by strong data‑centre and client CPU performance, but its Q1 2026 revenue guidance — a midpoint implying a small quarter‑on‑quarter decline — disappointed investors. Export restrictions on the MI308 product and limited visibility into future China sales added uncertainty, triggering a sharp after‑hours sell‑off despite management’s bullish long‑term growth targets.