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China’s Vice Premier He Lifeng met AMD CEO Lisa Su, welcoming the company to expand operations and deepen collaboration in the Chinese market, and framing recent US-China summit outcomes as creating stability for bilateral economic ties. Su affirmed AMD’s intent to continue investing in China, a move Beijing highlights as openness to foreign semiconductor investment despite geopolitical frictions. At the same time, uncertainty persists for other U.S. chipmakers like Nvidia, as U.S.-China summit commentary and Chinese efforts to favor domestic suppliers underscore a broader trend: global chip supply chains are being reshaped by strategic competition and localized procurement policies.
AMD's public commitment to expand in China affects supply chain planning, talent allocation, and market access for tech firms amid geopolitical tensions. Tech professionals need to track shifting commercial ties and local investment signals to adjust partnerships and risk models.
Dossier last updated: 2026-05-19 08:22:08
At AMD’s AI Developer Day in Shanghai, CEO and Chair Lisa Su said AI progress has accelerated dramatically and predicted 5 billion people will use AI daily within five years. She argued that meeting that scale requires diverse models, workflows, and widespread GPUs plus abundant CPU capacity to enable end-to-end computing, including inference, continual learning and data-flow capabilities that power intelligent agents. Su emphasized developers need comprehensive stacks rather than a single application, and that every company leader is now focused on how to leverage AI. AMD positions itself to supply the full compute stack to support broad AI adoption across devices and data centers, which underpins its strategic priorities.
At AMD AI Developer Day, AMD CEO Lisa Su said global AI active users have already topped 1 billion and predicted daily active AI users will exceed 5 billion by 2030. Su argued that supporting potentially dozens of personal AI agents per person requires progress beyond base large models: the industry must shift focus to faster inference, continual learning, and efficient data pipelines. Her remarks position hardware and system-level innovation—including chips, runtime, and data infrastructure—as critical to scaling personalized, always-on AI agents. The forecast underscores demand growth for AI processors, developer tools, and platforms that enable low-latency, adaptive, and data-efficient AI services.
AMD CEO and Chair Lisa Su spoke at the 2026 AMD AI Developers Day in Shanghai, revealing AMD has more than 4,000 engineers in Greater China and AI Centers of Excellence in Beijing, Shanghai, Shenzhen and Taipei. Su said AMD will accelerate its AI efforts this year and predicted that by 2030 about 5 billion people will use AI daily, framing the technology as at an inflection point. The comments underscore AMD’s investment in regional R&D and talent as it scales AI hardware and software, and signal competitive ambitions in supplying AI GPUs and systems to support widespread consumer and enterprise AI adoption.
China's Vice Premier He Lifeng met May 18 with AMD chairman and CEO Lisa Su at the Great Hall of the People. He highlighted the recent high-level China-US summit and resulting bilateral economic agreements, saying those outcomes provide greater certainty and stability for future trade and global economic cooperation. He welcomed multinational firms, explicitly naming AMD, to expand operations and deepen mutually beneficial collaboration in China. Lisa Su praised the summit's results and said AMD intends to continue growing its business and investment in China. The meeting signals Beijing's openness to semiconductor investment amid geopolitical tensions and matters for global chip supply chains and tech industry ties.
Meaghan Tobin / New York Times : Nvidia's future in China remains unclear after the Trump-Xi Summit; Trump says China “chose not to” buy Nvidia chips as “they want to try to develop their own” — The standoff comes as Chinese firms increasingly turn to domestic chipmakers like Huawei …