半导体行业观察·2025-03-16 03:06Core Viewpoint - 2024 is a significant year for AMD CEO Lisa Su, as she has been recognized as one of the best CEOs by major publications and has led AMD to surpass Intel in data center revenue for the first time in over two decades [2][3]. Group 1: Achievements and Recognition - Lisa Su has been awarded the titles of Best CEO by both Time Magazine and CEO Magazine in 2024 [2]. - AMD's revenue grew by 14% year-over-year, with gross profit increasing by 22% [2]. - Since Su took over as CEO in 2014, AMD's annual revenue has quadrupled, and its market capitalization has risen from approximately $2 billion to over $160 billion [4]. Group 2: Leadership Style and Strategy - Su is known for her hands-on leadership style, which has earned her the trust of top executives at major tech companies like Microsoft and Dell [4]. - Unlike other CEOs who make ambitious commitments, Su is cautious about over-promising and focuses on execution [4][5]. - Su's approach emphasizes building strong, reciprocal customer relationships, making her a formidable competitor in the semiconductor industry [5]. Group 3: Competitive Landscape - While AMD's hardware has caught up with competitors, analysts believe that without superior software, it cannot fully compete with Nvidia, which has established its CUDA software as an industry standard [5]. - Su is determined to not settle for second place and aims to develop targeted strategies in her areas of expertise [5].