Here is the link.
We talk to Su about her leadership at Advanced Micro Devices.
Monday, September 30, 2024
TVBS專訪蘇姿丰談成功思維 「讚台惹怒陸」黃仁勳今離台 | 十點不一樣 20240608 @TVBSNEWS01
Advancing AI PCs in 2024 with AMD
Here is the link.
Join Dr. Lisa Su, AMD Chair and CEO, and Jack Huynh, Senior Vice President and GM of computing and graphics, as they talk about the future of AI in personal computers; new and exciting laptop and desktop product announcements for consumers; and hear from industry-leading partners on our collective voyage to shape the future of PC technology. Discover more: AMD at CES® 2024 https://www.amd.com/en/corporate/even... 00:00 – Welcome & Introduction (Dr Lisa Su, AMD Chair and CEO) 02:25 – New Product Announcements (Jack Huynh, SVP & GM, Computing & Graphics Group) 03:13 – HP Partnership (Alex Cho, President, Personal Systems) 05:12 – AMD Ryzen 8040 Series Features 05:43 – Lenovo Partnership (Luca Rossi, EVP & President, Intelligent Devices Group) 07:55 – Gaming Partnerships 08:40 – Asus Partnership (S.Y. Hsu, co-CEO) 10:30 – AMD Ryzen 8000G Series 11:29 – CD PROJEKT RED Partnership (Jan Rosner and Charles Tremblay) 13:04 – AMD Radeon RX 7600 XT 13:46 – Ryzen AI Software and ROCm 14:44 – Hugging Face Partnership (Clement Delangue, CEO) 16:46 – Adobe Partnership (Ivo Manolov, VP, Digital Video & Audio) 19:08 – Microsoft Partnership (Pavan Davuluri, CVP, Windows and Devices) 21:37 – Conclusion
AMD Unveils New AI Chip to take on Nvidia
Here is the link.
全球遊戲機女王 AMD執行長蘇姿丰 | 半導體女王 Lisa Su的養成日記《Eason向前看 過年特別節目#1》
Here is the link.
遊戲機女神、半導體女王，這裡是一位出生於台灣台南女性，在全球半導體產業殺出重圍的故事... ▶️ 合作邀約▶️ easontalkshow@gmail.com 這集內容，我認為還有幾個議題值得討論: ▼ 影片目錄 ▼ 00:00 台灣台南人 蘇姿丰 01:20 蘇姿丰童年 02:00 蘇姿丰15歲的暑假 03:30 蘇姿丰高中時期的一場派對 05:00 我選最難讀的 06:00 快捷半導體、Intel、AMD 08:30 AMD的蘇姿丰 10:00 超微三大業務 11:20 蘇姿丰的重要決定 12:10 神極處理器 Ryzen銳龍處理器 15:30 銳龍7000處理器 #蘇姿丰 #超微CEO #AMD執行長
Computex 2024 Keynote: Intel Enables AI Everywhere (Replay)
Here is the link.
On June 4, 2024, #Intel Chief Executive Officer Pat Gelsinger and industry partners, customers and luminaries presented a keynote at #Computex2024 in Taipei, Taiwan. Amid one of the world’s largest technology trade shows, Intel’s keynote focused on how Intel accelerates #AI adoption across the enterprise with a full spectrum of hardware and #software solutions spanning the data center, cloud and network to the client and edge.
Piper Sandler cuts Stellantis shares price target, retains Overweight rating
Editor
Published 09/30/2024, 09:44 AM
Piper Sandler has adjusted its outlook on Stellantis NV (NYSE: NYSE:STLA), reducing the price target to $25 from the prior $36, while retaining an Overweight rating on the stock.
The change comes after Stellantis announced a decrease in their forecast for adjusted operating income (AOI) margin for the fiscal year 2024, now expecting it to be between 5.5% and 7%, a significant drop from the previously anticipated double-digit margins.
Stellantis shares experienced a 14% decline in Europe, with U.S. shares expected to follow suit. The revision in guidance is attributed to several factors, including a substantial portion due to North American operations, where the company is actively managing inventory levels through price reductions and increased incentive spending.
The automaker also pointed to broader market challenges and intensified competition originating from China as contributing factors to the revised outlook. These issues have been similarly highlighted by Stellantis' European counterparts in recent weeks.
In other recent news, Stellantis NV has adjusted its financial guidance, reducing its expected profit margin for the year to between 5.5% and 7.0%. This decision comes in response to performance issues in North America and a downturn in global industry dynamics.
On a related note, Stellantis showcased 93 innovative solutions at its annual Factory Booster Day, demonstrating its commitment to enhancing manufacturing efficiency and sustainability.
In the European Union, new car sales, including those of electric vehicles (EVs), have seen a significant downturn, with Stellantis reporting lower sales compared to the previous year. Meanwhile, the United Auto Workers (UAW) union is considering strike authorization votes at some Stellantis local chapters due to the company's alleged failure to honor product and investment commitments.
Stellantis has also announced a $406 million investment in three Michigan facilities to bolster its focus on electric vehicle (EV) production. Analyst firms Wolfe Research and Nomura/Instinet have shared their perspectives on Stellantis' financial outlook, with Wolfe Research initiating coverage with a Peerperform rating and Nomura/Instinet upgrading the stock from Neutral to Buy.
Citi revised its outlook on Stellantis, reducing the price target and lowering the full-year 2024 adjusted operating income margin forecast due to anticipated headwinds.
InvestingPro Insights
In light of Stellantis NV's revised guidance and Piper Sandler's adjusted outlook, InvestingPro data provides additional context for investors. Despite the recent challenges, Stellantis maintains a remarkably low P/E ratio of 2.78, suggesting the stock may be undervalued relative to its earnings. This is further supported by the company's price-to-book ratio of 0.51, indicating that the market values Stellantis at less than its book value.
InvestingPro Tips highlight that Stellantis holds more cash than debt on its balance sheet, which could provide financial flexibility as the company navigates through current market challenges. Additionally, the company offers a significant dividend yield of 7.97%, potentially attractive to income-focused investors despite a 12.42% dividend decline in the last twelve months.
It's worth noting that Stellantis' stock price has fallen significantly over the last three months, with a total return of -19.09%, aligning with the company's revised guidance and market pressures. However, analysts still see potential upside, with a fair value estimate of $22.70, considerably higher than the current trading price.
For investors seeking a deeper understanding of Stellantis' financial position and market outlook, InvestingPro offers 14 additional tips, providing a comprehensive analysis to inform investment decisions in this challenging automotive landscape.
This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.
Sunday, September 29, 2024
台灣是全球半導體的中心！蘇姿丰 陽明交大演講 完整版 中文字幕 💰訂閱 @money_setn 看更多 財經新聞、理財情報
Here is the link.
【蘇姿丰 陽明交大 演講全文】謝謝大家，林奇宏校長說我在台灣，所以今天要說一些中文。所以…大家好，我很高興今天能夠來陽明交通大學。校長林奇宏、電機學院院長王蒞君、各位貴賓和學生，謝謝你們給我這個巨大的榮譽，我極度榮幸、謙遜地接受台灣甚至放眼全球的頂尖大學的名譽博士。
這個禮拜我在台灣覺得真的太棒了，我生在台灣、長在美國，每次回來台灣都覺得回家了，尤其這次回家的感受更特別，因為疫情的關係太久沒回來了。我在這禮拜，見了很多夥伴、客戶和員工，以獲頒名譽博士學位來結束這個禮拜，是最完美的方式，我很榮幸能夠接受這項獎項，深深感激。 陽明交大的基本思想很貼近我的心，因為創校理念是，一所偉大的大學是讓跨學科的人聚在一起，解決這個世界真正的問題，我深深相信，不管是在研究、商業，若要實現最具突破式的創新，實際上都需要跨越多個學科和視角。陽明交大是這方面的先鋒，在學校學習這些確實是對未來最好的準備，我對於校長和電機系院長以及所有學院員工，懷抱巨大的尊敬和欽佩，塑造下一代的領袖。 如果當年沒有我在MIT教授的引導，今天我不會站在這裡，很高興今天看到很多學生也在現場，還有線上的觀眾，也許我可以花幾分鐘告訴你們一些我的故事。 當年我是個年輕的電機學生時，我在想怎麼讓世界變得不一樣，實際上在MIT有太多聰明的學生，我發現很難去決定要做什麼，不過我第一次進到半導體實驗室時得到靈感，我領悟到我真正的熱情在建造事物，半導體晶片就是我能夠在實驗室製造、觸碰並感覺的事物，接著我就決定要在半導體領域獲得博士領域。當時，沒有人認為半導體是有趣的，事實上大多數人甚至不知道什麼是半導體，然而，我真的相信半導體可以改變世界。 如今，快進到今天，過去幾年教給我們的是，半導體對我們生活的每個方面都至關重要，來台灣的這一週也提醒了我，台灣確實是全球半導體生態系統的中心。台灣的人才、資源、創新、文化和精神使這裡的半導體生態系統非常了不起，我在這個行業已經工作了將近30年，我必須說，我非常自豪能夠身在這個行業，共同來改變世界。 現在，過去幾年雖然很令人興奮，但我認為未來10年將更加精采，我們面臨的創新機會是真正巨大的，計算機產業（computing industry）正變得非常迅速，其中最重要的方面可能就是AI（人工智能），AI將是未來10年、甚至更長時間的主要趨勢，而生成式AI真正改變了我們對此的看法。我們看到全球的每一個產品、每一項服務、每個企業都將受到AI的影響，而這項技術正在以比我以往見過的任何事物都更快的速度進化。 AI也需要各種學科的融合，包括硬體、軟體、系統、應用甚至商業模式，這正是陽明交大所強調的多學科方法和不同角度的完美例子。對科技行業來說，這是非常令人興奮的時刻，也是我們齊心協力推動行業更快發展的機會，因此，最後我要感謝我的AMD團隊、合作夥伴，以及在台灣的所有朋友和同事，這份表揚真的是我們共同完成的結果。 當然，我還要感謝我的父母和家人給予我的支持，今天也有一些親戚在場，感謝你們的到來。我非常高興今天成為陽明交通大學大家庭的一員，我對未來充滿樂觀，我們作為陽明交通大學的校友，在利用科技解決世界上最艱難的挑戰方面，扮演著重要的角色。 今天能夠在這裡真是榮幸至極。再次感謝林校長、王院長，以及陽明交通大學所有的教職員工和學生們。非常感謝你們。SUB【完整版】AI女王蘇姿丰養成術! 父親蘇春槐送電腦鼓勵探索 高中創股票拋售程式 發明銅晶片造福人類 獲半導體界諾貝爾獎｜鄭弘儀 主持｜【話時代人物】20240804｜三立新聞台
Subscribe to:
Posts (Atom)