Name: AMD 首席執行官希望蠶食 Nvidia 的領先地位 | The Circuit with Emily Chang (AMD's CEO Wants to Chip Away at Nvidia's Lead | The Circuit with Emily Chang)
Uploaded: 2024-12-10T08:44:22.000Z
Duration: 24 min 2 s

There's no shortage of drama when it comes to chip making.

程度副詞

Even when you're winning, the game changes.

Do you ever feel like you're running a race that just never stops?

你是否曾覺得自己在進行一場永不停歇的賽跑？

I'm running, like, a different company every few years.

Like, the industry is changing that fast.

就像，這個行業變化如此之快。

The technology that we're building is changing that fast.

我們正在構建的技術日新月異。

It's a fantastic race, though, because each race is different.

不過，這是一場精彩的比賽，因為每場比賽都不一樣。

It's like a different movie, but it's a more exciting movie each time.

它就像一部不同的電影，但每次都更精彩。

Lisa Su, the CEO of Advanced Microdevices, likes to be in the driver's seat.

Advanced Microdevices 公司首席執行官 Lisa Su 喜歡坐在駕駛座上。

Born in Taiwan and raised in New York with a passion for electrical engineering and three degrees from MIT,

出生於臺灣，在紐約長大，熱衷於電子工程，擁有麻省理工學院的三個學位、

Su worked at a couple of big-name chip makers before clinching a big victory, transforming AMD from a failing chip company into a formidable force in gaming,

Su 曾在幾家大牌芯片製造商工作過，後來大獲全勝，將 AMD 從一家失敗的芯片公司轉變為遊戲領域的一支強大力量、

She's quick to remind us that her secret weapon is an obsession with the tech itself.

她很快提醒我們，她的祕密武器是對技術本身的痴迷。

Her no-nonsense approach probably helps, too.

她不苟言笑的態度可能也有幫助。

I've heard you don't take s*** from anyone.

Seriously, I've heard you're tough as nails, and I'm sure you have to be.

說真的，我聽說你很堅強，我相信你必須如此。

I would tell people I was doing semiconductors, and they would say, what? Like, what's that?

我會告訴別人我在做半導體，他們會說，什麼？那是什麼？

Like, you build chips? Like, what does that mean?

比如，你造芯片？那是什麼意思？

People didn't even understand, like, where technology really fit in the grand scheme of things.

人們甚至不明白，技術在整個事物發展中的真正地位。

Chips rule just about everything around us.

薯片幾乎統治了我們周圍的一切。

It's one of the most ubiquitous and consequential technologies in the world.

它是世界上最無處不在、影響最大的技術之一。

They power your smartphones, cars, planes, power grids, the Internet, the global economy, and even Formula One races, where AMD sponsors the Mercedes-AMG Petronas team.

它們為您的智能手機、汽車、飛機、電網、互聯網、全球經濟，甚至一級方程式賽車提供動力，AMD 是梅賽德斯-AMG Petronas 車隊的贊助商。

I think the adaptability that you need to have in this sport is similar to a high-performance real-world company.

我認為，在這項運動中，你需要具備的適應能力與高性能的現實世界公司類似。

The technology develops, and that's why it's so much fun, and what I love is the stopwatch never lies.

技術在發展，所以才如此有趣，我最喜歡的是秒錶從不說謊。

Chips are at the heart of a global technology race and a battle for supremacy between China and the United States.

芯片是全球技術競賽和中美爭霸的核心。

是以，對於 AMD 首席執行官來說，熱度正在升溫。

She's in the middle of a race of her own, pulling off the impossible by surpassing arch-rival Intel, only to find that AI has completely changed the game, and now NVIDIA is in the lead.

她正在進行一場自己的競賽，超越宿敵英特爾，完成了不可能完成的任務，卻發現人工智能已經徹底改變了遊戲規則，現在英偉達處於領先地位。

I'm in Austin to see how Sue competes on and off the track and if she can pull off the unthinkable once again.

我將在奧斯汀觀看蘇在賽道內外的表現，以及她能否再次創造不可思議的奇蹟。

So the first thing we did when we got here is we went to your lab and your engineers made us this chip.

所以我們來到這裡做的第一件事，就是去你的實驗室，你的工程師給我們做了這個芯片。

This is our epic with the circuit with Emily Chang.

這就是我們與張慧卿（Emily Chang）的電路史詩。

您擔任 AMD 首席執行官已有 10 年。

You've been working in the chip industry for decades.

When did you first hear that you were going to be CEO of AMD?

您第一次聽說自己將出任 AMD 首席執行官是什麼時候？

It's a phone call you get from your chairman of the board, and he said, Lisa, can you talk?

這是董事會主席給你打的電話，他說，麗薩，你能談談嗎？

He said, you know, the board has made a decision.

他說，董事會已經做出了決定。

他們希望你成為下一任首席執行官。

Well, how did that feel? Because it was a tough time.

感覺如何？因為那是一段艱難的時光。

What made you think you could prove them wrong?

是什麼讓你覺得你能證明他們是錯的？

The opportunity to be CEO of AMD, it was truly like a dream come true.

有機會成為 AMD 的首席執行官，這真是美夢成真。

Like, you think that maybe you can do this?

And here you're going to have the opportunity to lead a major semiconductor company on, yes, you're right, it wasn't the best time.

在這裡，你將有機會上司一家大型半導體公司，是的，你說得對，這不是最好的時機。

I was pretty confident that we had the right pieces.

我很有信心，我們有合適的棋子。

They just needed to be put together in the right way.

它們只需要以正確的方式組合在一起。

AMD was founded in 1969 by executives from Fairchild Semiconductor, the famed company that pioneered integrated circuits.

AMD 由飛兆半導體公司（Fairchild Semiconductor）的高管於 1969 年創立，該公司是著名的集成電路先驅。

Founder Jerry Sanders was famous for saying, real men have fabs.

創始人傑裡-桑德斯曾說過一句名言："真正的男人都有晶圓廠。

Those are the plants that manufacture chips.

AMD started off as a memory chip maker like Intel and followed its larger rival into new markets, but always struggled to achieve the scale and performance Intel enjoyed.

AMD 與英特爾一樣，起初也是一家內存芯片製造商，並跟隨其更大的競爭對手進入新市場，但始終難以達到英特爾所享有的規模和性能。

AMD had to spin off those fabs and outsource its manufacturing.

AMD 不得不剝離這些工廠，將生產外包出去。

A sign of the uphill battle Sue was facing, few believed AMD would make it until she started making her moves.

這表明蘇正面臨著一場艱苦的戰鬥，在她開始行動之前，很少有人相信 AMD 會成功。

Now AMD stock is trading in a totally different stratosphere.

現在，AMD 的股價已經完全不同了。

Was there a moment along the way where you really saw AMD turn a corner?

一路走來，有沒有哪一刻讓你真正看到了 AMD 的轉機？

Probably the most important moment for us was the launch of our new architecture, the launch of Zen.

對我們來說，最重要的時刻可能就是推出我們的新架構，推出 Zen。

Zen was our clean sheet design to really design the next generation architecture in CPUs for the next decade.

Zen 是我們真正為未來十年設計下一代 CPU 架構的簡潔設計。

AMD's main competition in designing the best chips comes from two players,

AMD 在設計最佳芯片方面的主要競爭對手來自兩家公司、

NVIDIA in graphics processing units, or GPUs, and Intel in central processing units, or CPUs.

英偉達（NVIDIA）的圖形處理器（GPU）和英特爾（Intel）的中央處理器（CPU）。

A CPU is the Swiss army knife of semiconductors.

中央處理器是半導體中的瑞士軍刀。

They run operating systems and programs, retrieve files, and are generally the heart of a computer.

它們運行作業系統和程序，檢索文件，通常是計算機的核心。

A GPU, or graphics chip, is much more specialized.

They were designed to do multiple small calculations simultaneously.

它們的設計目的是同時進行多個小型計算。

That parallel processing makes them ideal for AI.

這種並行處理使它們成為人工智能的理想選擇。

The new Zen architecture put AMD back on top and gave it a range of chips capable of taking market share from Intel.

新的 Zen 架構讓 AMD 重回巔峰，並推出了一系列能夠從英特爾手中搶奪市場份額的芯片。

Like, do you ever just, like, shut the door and go, yes, all by yourself?

比如說，你有沒有關上門，一個人去？

我不知道我是不是這樣做的，艾米麗。

You know, those first few years were more about just stabilizing the company and getting ourselves on a good roadmap, and then we went through a period of just tremendous growth around the portfolio, and now we're in the AI world.

要知道，最初的幾年更多的是為了穩定公司，讓自己有一個良好的發展路線圖，然後我們經歷了一個圍繞產品組合的巨大增長期，現在我們進入了人工智能領域。

當前的人工智能浪潮發展得如此之快。

How would you describe the pace right now?

I truly believe AI is the most transformational technology that I've seen in my career.

我真的相信，人工智能是我職業生涯中見過的最具變革性的技術。

And, you know, we've seen all kinds of technology transitions.

而且，你知道，我們已經看到了各種各樣的技術轉型。

We've seen, you know, the rise of the PCs, mobile phones, the cloud.

我們已經看到，你知道，個人電腦、行動電話和雲的崛起。

All of these things were all really megatrends.

I think AI actually surpasses all of that.

我認為人工智能實際上超越了這一切。

The rate and pace of change in the industry, it's, like, faster than anything we've ever seen.

行業變化的速度和步伐，比我們見過的任何東西都要快。

It's like we've made more progress in the last 18 months than certainly the last 10-plus years.

我們在過去 18 個月裡取得的進步，好像比過去 10 多年都要大。

Now, to win and keep winning, you have to keep up the pace and keep bringing the heat over decades.

現在，要想獲勝並保持勝利，你必須跟上節奏，並在數十年間持續保持熱度。

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AMD 首席執行官希望蠶食 Nvidia 的領先地位 | The Circuit with Emily Chang (AMD's CEO Wants to Chip Away at Nvidia's Lead | The Circuit with Emily Chang)

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