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苏姿丰展望2020前景:最好的还在后面

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Advanced Micro Devices is having a milestone year. It’s celebrating the 50th anniversary since the Santa Clara, California based company was founded. And it’s the 5th year anniversary since Lisa Su became CEO staging a remarkable turnaround of the struggling semiconductor company.

When I spoke with Su recently, she said, “We’re gaining share and market share in our world is very very important. We’re seeing much more adoption across both consumer and commercial channels. So we’re very excited about not just what we’ve done in 2019, but looking forward into 2020 and beyond.”

Su announced earnings at the end of October, it matched Wall Street’s estimates for the third quarter but came up short on sales. But on a year-over-year basis, AMD earnings rose 38 percent while revenues were up 9 percent, reinforcing AMD’s status as a tech powerhouse.

Since Su took charge in 2015, she has turned steep losses into profits thanks to a robust pipeline of high performance computing processors that AMD sells to tech titans including Amazon (AMZN), Google (GOOG), Microsoft(MSFT), Oracle (ORCL) and Twitter (TWTR).

AMD’s powerful processors are not only used in PCs and data centers, but in the popular gaming consoles of Microsoft’s Xbox and Sony’s PlayStation. Su says AMD is working with both companies on their next generation consoles and she predicts “2020 is going to be a big year for consoles.”

Wall Street investors have rewarded AMD. The stock skyrocketed 900 percent since Su became CEO. So far in 2019, AMD stock is up nearly 80 percent—the best performing stock in the S & P 500. Moreover, the company rejoined the Fortune 500 list of the biggest companies in America after dropping off four years ago.

For now, it looks like nothing is stopping Su from reaching even bigger technology milestones. Despite economic forecasts predicting a recession, Su is emphatic when she says, “we are absolutely still hiring.” Trade tensions in China? She admits that she is “watching very carefully” the trade dispute, but tells her employees in China, “Control the things we can control. Our job is to put out great products.”

Su is laser-focused on where she wants to take AMD by 2025 when she will reach her 10th year as CEO. “What I like to always say is that the best is yet to come,” she says, beaming. “Our goal is to really push the envelope.”

今年对于AMD公司而言,是具有里程碑意义的一年。今年是这家总部位于加州圣克拉拉的公司成立50周年。今年是苏姿丰出任首席执行官五周年,这五年来,她带领这家苦苦挣扎的半导体公司扭亏为盈,成绩斐然。

我最近和苏姿丰聊过,她说:“我们正在赢得市场份额,市场份额在当今世界至关重要。消费者渠道和商业渠道的应用都大幅提升。因此,我们不仅对2019年取得的成绩感到兴奋,对2020年及以后的发展也充满期待。”

今年10月底,苏姿丰公布了第三季度收益,与华尔街预期相符,但销售业绩不尽人意。不过,与上年同期相比,AMD获利增长38%,营收增长9%,巩固了其作为科技巨擘的地位。

自2015年苏姿丰上任以来,由于AMD向亚马逊、谷歌、微软、甲骨文和推特等科技巨头供应了大量高性能计算处理器,她已经扭转了公司的巨额亏损,实现赢利。

AMD强大的处理器不仅装进了个人电脑和数据中心,也装进了微软的Xbox和索尼的PlayStation等广受欢迎的游戏机里。苏姿丰表示,AMD正在与这两家公司合作开发下一代游戏机,她预计“2020年将是游戏机的丰收之年。”

华尔街投资者对AMD给予了丰厚回报。自苏姿丰成为首席执行官以来,公司股票已经暴涨了900%。到目前为止,2019年的股票上涨了近80%,是标普500指数中表现最好的股票。此外,该公司继四年前跌出《财富》美国500强企业名单之后,又重新榜上有名。

目前,似乎没有什么能够阻止苏姿丰在技术上抵达更高的里程碑。尽管专家预测经济会出现衰退,但她强调道:“我们当然还在招人。”中国的贸易紧张局势?她承认,她正在“密切关注”这场贸易争端,但她告诉公司在中国的员工,“控制我们能够控制的事情。我们的工作是推出伟大的产品。”

苏姿丰关注的是2025年——也就是她担任AMD首席执行官的第十个年头——她想把AMD带向何方。“我总是说,最好的还在后面。”她笑容满面地说道,“我们的目标是真正做到挑战极限。”(财富中文网)

译者:Agatha

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