How Chip Giant AMD Finally Caught Intel

CNBC
CNBC
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Published 2022-11-22
Chip giant Advanced Micro Devices made history this year when it surpassed Intel by market cap for the first time ever. Intel has long held the lead in the market for computer processors, but AMD’s been on the rise since it acquired adaptive chip company Xilinx in February for $49 billion. Now, AMD chips are in two Tesla models, NASA’s Mars Perseverance land rover, 5G cell towers and the world’s fastest supercomputer. CNBC sat down with CEO Lisa Su to hear about AMD’s remarkable comeback, huge bets on new types of chips in the face of a PC slump, new restrictions on exports to China, and shifting industry trends.

Chapters:
1:51 Making chips
4:01 Going fabless
5:37 Catching Intel
8:17 Geopolitics and PC slump
10:51 Diversification

Produced by: Katie Tarasov
Edited by: Dain Evans
Additional Camera: Andrew Evers, Lucas Mulliki, Jeniece Pettitt, Maarten van Rouveroy
Supervising Producer: Jeniece Pettitt
Graphics by: Mallory Brangan, Christina Locopo

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How Chip Giant AMD Finally Caught Intel
All Comments (21)
  • @johnsonlevitt9719
    Intel and AMD will definitely have their share of the market. TSMC is at max capacity and investing in other semiconductor companies will be an absolute power move, I keep increasing my shares manageably. Different chips are good at different things and Nvidia has been very specialised, which leaves other aspects of Al open.
  • @gertwallen
    Intel had an accountant as CEO for over a decade , offering only marginal tech improvements in their cpus, and relying on monopolic business practices with abusive pricing. It took an MIT EE Ph.D named Lisa Su to knock the giant. It was David vs Goliath, and we consumers are the winners. Thanks Lisa, keep up the good work!
  • @bubblegum7489
    She is an absolute beast of an CEO. We need more capable people in the industry like her for significant technological advancements.
  • @bw4593
    Her leadership is nothing short of remarkable. It really helps when a CEO actually understands the product the company makes and sells.
  • @chltmdwp
    This is what happens when you have a CEO who is an engineer. If a CEO speaks its business language they will perform well.
  • @tommanseau6277
    Correction: Moore's Law stated that the number of transistors on a chipwould double roughly every 2 years. The narator states it was resistors, which aren't the same.
  • @stephanegilbert8800
    The video failed to report that it's AMD who design the AMD64 (X86-64) architecture that we still use today. Intel had to drop their own 64 bits implementation and started to make AMD64 compatible CPU instead.
  • @lil----lil
    Dr. Su did for AMD what Steve Jobs did for Apple. No exaggeration. BOTH companies were just months away from dissolving. That's how scary it was for both companies.
  • @johnw4067
    Just upgraded my 2018 PC with a Ryzen R5 5600. Unbelievable performance and value. Really am glad AMD is around to keep Intel on their toes!
  • @IsaacTorres
    I’ve been a fan of AMD since I built my first PC in high school way back in 2001. It’s been amazing to watch them grow, and now in my late 30s I have built multiple all AMD PCs and they are in daily use in my home. Now my kids are team red! Keep it up AMD!!!
  • @lummoxicide1502
    AMD's V-cache technology is crazy good, waiting for the next gen already
  • @RobertDunn310
    When AMD released their Zen-based Ryzen processors, it was a literal game changer. I am typing this on my HP Envy x360 with a Ryzen 4700U chip and the performance and battery life you get on it compared to previous AMD devices is mind-blowing.
  • @kunaii_cs
    I have a full AMD pc. Their processors and graphics cards are reasonably priced, power efficient and reliable. I'm proud of Team Red for accomplishing so much.
  • @lekang8179
    Lisa Su is an exceptional scientist and CEO.
  • @drabberfrog
    When you were talking about AMD's achievements why didn't you mention creating the first X86 64 CPU? That was HUGE. Even today, computers call X86 64 chips AMD64 family even if it's an Intel CPU.
  • @SIW808
    Not only caught, but surpassed Intel. On server and HEDT side, they are so far ahead of Intel. Their desktop CPUs are much more efficient than their Intel counterparts. Dr. Su and her team have done a tremendous job over theast 5 years.
  • @Gatecrasher1
    What Lis Su has done for AMD is nothing short of amazing
  • @jamesdond1
    My company did work for AMD in the mid-1990s. They were tech leaders at the time, and a great company to work with.