Source: Semiconductor Industry Watch. At yesterday's Conputex conference, Dr. Lisa Su released the latest roadmap. Afterwards, foreign media morethanmoore released the content of Lisa Su's post-conference interview, which we have translated and summarized as follows: Q: How does AI help you personally in your work? A: AI affects everyone's life. Personally, I am a loyal user of GPT and Co-Pilot. I am very interested in the AI used internally by AMD. We often talk about customer AI, but we also prioritize AI because it can make our company better. For example, making better and faster chips, we hope to integrate AI into the development process, as well as marketing, sales, human resources and all other fields. AI will be ubiquitous. Q: NVIDIA has explicitly stated to investors that it plans to shorten the development cycle to once a year, and now AMD also plans to do so. How and why do you do this? A: This is what we see in the market. AI is our company's top priority. We fully utilize the development capabilities of the entire company and increase investment. There are new changes every year, as the market needs updated products and more features. The product portfolio can solve various workloads. Not all customers will use all products, but there will be a new trend every year, and it will be the most competitive. This involves investment, ensuring that hardware/software systems are part of it, and we are committed to making it (AI) our biggest strategic opportunity. Q: The number of TOPs in PC World - Strix Point (Ryzen AI 300) has increased significantly. TOPs cost money. How do you compare TOPs to CPU/GPU? A: Nothing is free! Especially in designs where power and cost are limited. What we see is that AI will be ubiquitous. Currently, CoPilot+ PC and Strix have more than 50 TOPs and will start at the top of the stack. But it (AI) will run through our entire product stack. At the high-end, we will expand TOPs because we believe that the more local TOPs, the stronger the AIPC function, and putting it on the chip will increase its value and help unload part of the computing from the cloud. Q: Last week, you said that AMD will produce 3nm chips using GAA. Samsung foundry is the only one that produces 3nm GAA. Will AMD choose Samsung foundry for this? A: Refer to last week's keynote address at imec. What we talked about is that AMD will always use the most advanced technology. We will use 3nm. We will use 2nm. We did not mention the supplier of 3nm or GAA. Our cooperation with TSMC is currently very strong-we talked about the 3nm products we are currently developing. Q: Regarding sustainability issues. AI means more power consumption. As a chip supplier, is it possible to optimize the power consumption of devices that use AI? A: For everything we do, especially for AI, energy efficiency is as important as performance. We are studying how to improve energy efficiency in every generation of products in the future-we have said that we will improve energy efficiency by 30 times between 2020 and 2025, and we are expected to exceed this goal. Our current goal is to increase energy efficiency by 100 times in the next 4-5 years. So yes, we can focus on energy efficiency, and we must focus on energy efficiency because it will become a limiting factor for future computing. Q: We had CPUs before, then GPUs, now we have NPUs. First, how do you see the scalability of NPUs? Second, what is the next big chip? Neuromorphic chip? A: You need the right engine for each workload. CPUs are very suitable for traditional workloads. GPUs are very suitable for gaming and graphics tasks. NPUs help achieve AI-specific acceleration. As we move forward and research specific new acceleration technologies, we will see some of these technologies evolve-but ultimately it is driven by applications. Q: You initially broke Intel's status quo by increasing the number of cores. But the number of cores of your generations of products (in the consumer aspect) has reached its peak. Is this enough for consumers and the gaming market? Or should we expect an increase in the number of cores in the future? A: I think our strategy is to continuously improve performance. Especially for games, game software developers do not always use all cores. We have no reason not to adopt more than 16 cores. The key is that our development speed allows software developers to and can actually utilize these cores. Q: Regarding desktops, do you think more efficient NPU accelerators are needed? A: We see that NPUs have an impact on desktops. We have been evaluating product segments that can use this function. You will see desktop products with NPUs in the future to expand our product portfolio.

Recently, during his speech at the graduation ceremony of the California Institute of Technology, Huang Renxun shared a small story about his trip to Kyoto, Japan. During a family trip, he found a gardener working in the moss garden at Kyoto's Ginkaku-ji Temple in scorching heat. The gardener carefully removed dead moss with bamboo tweezers, put them in a bamboo basket, and told Huang Renxun, "I have plenty of time." In the huge garden, the gardener had been taking care of it alone for 25 years.

Huang Renxun said that although their interaction was brief, the gardener's words became one of the "most profound learnings" of his life.

From this incident, Huang Renxun learned that when you devote yourself to your craft and lifelong career, you will have enough time, just like the gardener at Ginkaku-ji Temple in Kyoto. "When people apologize for interrupting me, I always say, 'I have plenty of time.'" He hopes that graduates will do something unconventional and uncharted, but they must have reasons and then go all out to achieve it.

"I always say that I have plenty of time, and in fact, I do."

Huang Renxun said that by scheduling his time reasonably, he can focus on the most important things for him: helping employees grow and develop.

"I spend my mornings like this every day," he said, "doing the most important things first. Even before I go to work, my day has already been successful. I have completed the most important job and can spend the rest of the day helping others. When people apologize for interrupting me, I always say, 'I have plenty of time.' And I really do have enough time."

Experts unanimously agree that people usually do not allocate enough time for their top tasks. Rainer Strack, a senior partner at Boston Consulting Group, said in an interview with Make It in January, adding that this can lead to unhappiness, stress, and fatigue.

To solve this problem, Strack suggests writing down your daily activities and rating them from 1 to 10 based on their importance and satisfaction. Then think about how much time you actually spend on each activity each week.

Strack said that if you find your passion being ignored, make some necessary changes to your daily life.

Find a skill that you are willing to perfect in your lifetime.

Since its founding 31 years ago, Nvidia has grown into a technology giant, providing support to companies such as Apple, Microsoft, Google, Tesla, and OpenAI.

Huang Renxun is the only CEO of the company and faces multiple obstacles: the company's first graphics processing unit nearly bankrupted it, and many of the collaborations and licensing agreements he reached during this process ended in failure.

Nevertheless, under his leadership, Nvidia became one of the few companies in the world with a market cap of over $3 trillion last week.

In the final piece of advice of his graduation speech, Huang Renxun showed his determination to persist. "You may find your Nvidia. I hope you will see setbacks as new opportunities," Huang Renxun told graduates, adding that intelligence is not the most important thing, and the ability to endure pain and torture is.

He expects graduates to find a skill and dedicate their lifetime to refining and honing it.

Finally, he reminded graduates to prioritize their own lives because there are too many things happening in the world and too many things to do, but prioritizing their own lives will provide sufficient time to accomplish their careers.

Reference link: https://www.cnbc.com/amp/2024/06/15/nvidia-ceo-one-of-my-most-profound-learnings-came-from-a-gardener.html

Editor/Somer