AMD CEO Says We're in a Semiconductor 'Megacycle'

The video discusses the semiconductor industry's cyclical nature, highlighting the current high demand for chips. It emphasizes AMD's strategic focus on resilient markets and the importance of having a strong product portfolio. The discussion also covers the US's leadership in semiconductors, the need for balanced global manufacturing, and AMD's partnership with Taiwan Semiconductor, which combines design and manufacturing expertise to produce top-tier products.

What are the cycles that semiconductors go through in terms of supply and demand?

How is the current cycle in the semiconductor industry described as special?

What factors contribute to the strength of AMD's product portfolio?

What is the significance of the US maintaining its leadership in semiconductors?

What are the reasons for AMD's partnership with Taiwan Semiconductor?