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Advanced Micro Devices, Inc. (AMD) BofA Securities 2024 Global Technology Conference (Transcript)

Advanced Micro Devices, Inc. (NASDAQ:AMD) BofA Securities 2024 Global Technology Conference Call June 5, 2024 11:40 AM ET

Company Participants

Jean Hu – Executive Vice President & Chief Financial Officer

Conference Call Participants

Vivek Arya – Bank of America Securities

Vivek Arya

I’m Vivek Arya. I cover semiconductor semi-cap equipment at Bank of America Securities. And I’m absolutely delighted and honored to have Jean Hu, Executive Vice President and CFO of Advanced Micro Devices, joining us this morning.

I’ll start with a few of my prepared questions, but if you have anything you would like to bring up, please feel free to raise your hand, wait for a mic, and we’ll be sure to get you in.

With that, very warm welcome to you, Jean. Really appreciate you joining us this morning.

Jean Hu

Yeah, thank you so much for having us, and thank you all for joining us this morning.

Vivek Arya

Yeah, we had to move to a bigger room, right?

Jean Hu

Yeah.

Vivek Arya

Lot of interest in AMD.

Question-and-Answer Session

Q – Vivek Arya

So, Jean, maybe, a very eventful week as we were just talking, Computex this week, Lisa gave the keynote session. I think it’ll be really great if you could just kind of help us get up to speed on what are the main announcements from Computex? What gets you the most excited about the opportunities for AMD?

Jean Hu

Yeah. Thank you, Vivek. Let me start to share with some key highlights from this week’s exciting announcement by AMD at Computex. You’re right, Lisa Su gave the keynote, and she unveiled the leadership CPU, GPU and the NPU architecture from AMD, which are going to power end-to-end AI infrastructure. As you probably know, AMD is the only company that has end-to-end solutions from CPU, GPU to NPU to address the significant AI