Advanced Micro Devices Inc (NAS:AMD)
$ 136.24 -1.48 (-1.07%) Market Cap: 221.09 Bil Enterprise Value: 218.79 Bil PE Ratio: 122.74 PB Ratio: 3.88 GF Score: 91/100

Advanced Micro Devices Inc at JPMorgan Global Technology, Media and Communications Conference (Virtual) Transcript

May 24, 2021 / 12:45PM GMT
Release Date Price: $77.44 (+0.35%)
Harlan Sur
JPMorgan Chase & Co, Research Division - Senior Analyst

Good morning, and welcome to the first day of JPMorgan's 49th Annual Technology, Media and Communications Conference. My name is Harlan Sur. I'm the semiconductor and semiconductor capital equipment analyst here at JPMorgan. And our second keynote of this conference is with Dr. Lisa Su, President and Chief Executive Officer of Advanced Micro Devices.

Under Lisa's leadership over the past 6 years that the team delivers on their 2021 outlook, the company will have driven a 28% revenue CAGR from the time of the launch of their first Zen-based compute architecture, 16 and 20 percentage point expansion in gross and operating margins and 10 to 12 percentage points of share gain in data center and client compute segments of the market. Just phenomenal execution by the team.

And as the world continues to go through an aggressive digital transformation enabled by strong compute adoption cycle in the data center, in client PCs and in gaming, the team's compute silicon and software solutions will be key enablers in helping to

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