Advanced Micro Devices Inc at UBS Global Technology and AI Conference Transcript

Dec 03, 2025 / 03:15PM GMT

Release Date Price: €24 (-3.23%)

Transcript

Timothy Arcuri

UBS AG - Analyst

Good morning. We're going to get started here. I'm Tim Arcuri. I'm the semi and semi equipment analyst here at UBS, and we are very honored to have Dr. Lisa Su with us from AMD. So good morning, Lisa.

Lisa Su

Advanced Micro Devices Inc - Chairman of the Board, Chief Executive Officer, President, Executive Director

Good morning. Thanks for having me.

Questions & Answers

Timothy Arcuri

UBS AG - Analyst

Great. Thank you. So first, I just wanted to start by talking about the transformation that you led. I think beginning three or four years ago, you've transformed the company from being less than 20% data center to nearly 50% this year. What have been the drivers for this transformation? Some of it has been market growth, but some of it was a decision that you made years ago to sort of pivot the company in this direction.

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