AMD CEO: AI will dominate and Taiwan will matter

Rebecca Kuo, Tainan; Jessie Shen, DIGITIMES Asia 0


On June 7, AMD chairperson and CEO Lisa Su engaged in a dialogue on Artificial Intelligence (AI), accompanied by Acer chairman and CEO Jason Chen. Su talked about the importance of AI and the role Taiwan's industry supply chains will play.

Su stated that AI is the most important technology of the last 50 years, and the market is only now beginning to realize its full potential. AI will revolutionize every industry, business, and every aspect of people's daily lives.

Taiwan's ecosystem serves as a hub for the convergence of advanced technology capabilities and the recruitment of top talent, resulting in the establishment of a robust platform, Su indicated. AMD has close ties with its suppliers, design partners, and customers in Taiwan. Taiwan values collaboration as a means of spreading technology around the world, according to Su.

According to Chen, AI is a massive movement that is only getting started. He also mentioned three traits he and Su have in common, as well as ways students can increase their capacity to innovate and respond to the market more swiftly.

The dialogue between Su and Chen is summarized as follows.

Q: In what ways does AI impact the globe and the IT sector?

Su: AI is the most significant technology of the past 50 years. It will enhance human life. Computing power will be needed for a wide range of applications, including electronics, medical care, and research. Taiwan is a worldwide computing powerhouse, and computing will fuel the development of new technologies.

Chen: The AI revolution has begun in the present day. It is crucial to consider the following three points: Initially, computers employed search methods. However, they now employ direct inquiry. The style of usage has witnessed a transformation.

Secondly, in the past, older individuals were required to acquire knowledge about the operation of computers; however, computers now adapt to human behaviors. This is a substantial transformation. Third, the persistence and expansion of generative AI will result in the development of additional applications in the future.

Q: What support does Taiwan provide AMD to maintain its success in the chip industry?

Su: TSMC is one of AMD's many good partners, and Taiwan houses various design and supply chain companies.

The complexity of the upcoming technology will necessitate increased processing power from computers. The next phase of semiconductor development relies on advanced packaging. Taiwan is the world's most knowledgeable place concerning CoWoS. Taiwan's role in the global semiconductor supply chain will undoubtedly continue.

Q: In what ways does Acer use AI in smart cities?

Chen: Acer and the Tainan City Government collaborate on AI, such as smart parking solutions for cities. Acer offers AI-powered medical care solutions, including imaging and analytic technology.

Taiwanese professors and doctors have authored over 1,000 smart healthcare papers, while the United States has ten times as many. AI is now being utilized in medical care to aid doctors in detecting illnesses through screenings. Technological discoveries that allow for early detection and treatment can assist in closing the medical gap.

Q: How can Acer address AI and other industry trends?

Chen: Diversity has the potential to ignite innovative ideas. The US is a major producer of electricity, vehicles, and airplanes due to its rich cultural diversity. Taiwan can derive valuable lessons from this. Greater diversity fosters a more favorable environment for creativity and innovation.

Macroeconomically, AI and supply chain restructuring are the two most important global phenomena right now. China used to be the dominant source of supplies, but Indonesia, Vietnam, India, the Czech Republic, and Kazakhstan are making inroads.

Furthermore, microtrends must be monitored closely because they can be used to identify and grow business prospects from a specific specialized point to a large-scale business.

Q: What exactly do "AI phone" and "AI PC" mean?

Chen: An AI PC requires an NPU in addition to a CPU and GPU. An AI PC is defined as one that has a neural computing processing unit. By utilizing cutting-edge software and technology, it creates an upward spiral effect that improves applications. In addition to meeting consumer and leisure needs, AI PCs will boost productivity. Notebooks will be more important in the AI age than smartphones.

Su: AI will become pervasive in the future, and AI-powered PCs outfitted with NPUs will lead us to a higher level. AI is expected to become ubiquitous on all devices in the future.