AMD重組RTG&Anandtech 與 AMD CEO Lisa Su的訪談

超能網那篇文章從哪兒偷的？

反正我不知道

自從Raja Koduri放棄在AMD RTG的領導職位，轉而跳船去Intel的類似部門之後，每個人心中都有一個疑問：RTG將何去何從，誰來領導。之前的AMD和ATI對圖形業務早就爛熟於心，於2015年組建的RTG標誌著AMD圖形業務發展的重要一步 - 最終在AMD的掌管下重組。作為一家business-within-a-business，RTG在很大程度上被認為是Raja一手帶大的，因此他的離開註定會產生巨大的影響。

剛過了兩個多月，現在我們終於知道了RTG的命運。今天AMD宣布，請來了兩位新的SVP(高級副總裁)來掌管RTG，同時對RTG的組織結構進行改動；不過RTG仍將保持現有的獨立身份，只是把內部分成專門的Engineering Group和Business Group，分別向各自的SVP彙報。這個變化意味著RTG不再被單一領導人所領導 - 比如之前Raja那樣；而是兩個SVP向AMD CEO Lisa Su報告，整個的代表RTG。

最後，在重組重建RTG領導層的過程中，AMD還宣布對半定製業務的重新整合。半定製業務現已被納入RTG的Business Group。AMD並沒有指出半定製業務的運作方式會有什麼變化，只知道現在該由RTG的BG SVP（Rayfield）來管了。

RTG Engineering Group領導人：David Wang

首先，我們來談談工程方面。RTG新的Engineering Group領導者（相當於Raja實際上的繼任者）將是David Wang。長期關注業界的人應該很熟悉這個名字，幾年前他還是長期AMD員工，一直做到了GPU和SoC業務的CVP。能位居AMD GPU工程高位，自然是圖形行業的業界老將。他在加入ArtX之前為SGI工作，後來經歷了從ArtX→ATI→AMD的收購鏈。至於在AMD的經驗，Wang 參與了自從R300到Southern Islands（GCN1.0）家族每一款AMD GPU的研發。

Wang 和一些前AMD/ATI員工一樣都選擇了2010年前後跳槽，近幾年擔任Synaptics的SVP。這次算是重返AMD。繼Raja Koduri和CPU大師Jim Keller之後，他是第三位跳槽又回來的高職稱工程師。

他正好在Engineering Group的關鍵時刻重新加入AMD。隨著Vega的發布，RTG的工程師們正處於Navi GPU架構開發中期，收尾Vega Mobile，再加上2019年給伺服器用的7nm Vega。Vega的發布引起了相當的爭議 - 設計原因大於商業上的原因 - 因此Wang的到來可能會給RTG設計團隊帶來一縷新鮮空氣。

AMD官方表示，他將負責「圖形工程，包括AMD圖形產品的技術戰略，架構，硬體和軟體」，最後一個項目尤其值得注意，證實GPU的軟體將繼續由RTG的Engineering Group掌控，而不像原來分攤給AMD的各個部門。

RTG Business Group (事業群) 領導者：Mike Rayfield

和David Wang相對應，事業方面將由Mike Rayfield負責，他正擔任RTG Business Group的SVP兼GM。Rayfield也是行業資深人士，儘管他沒有Wang那樣長期的GPU經驗，不過他曾擔任 NVIDIA移動業務部門（Tegra）VP & GM、思科業務開發主管。最近（以及過去5年），Rayfield一直在鎂光的移動業務部門擔任內存製造商的VP & GM，負責鎂光的移動內存和存儲產品部門。

AMD指出，Rayfield擁有「30年的技術行業經驗，很清楚該如何發展業務和推動業績」，寥寥幾字便指明了AMD的方向。AMD並沒有找GPU老手來擔任這個職位，而是從業界外引進的這位Rayfield，他在管理持續發展的業務方面有豐富經驗。眾所周知，當前的RTG在業務上苦苦掙扎。這給AMD提供了重新開始，並讓業務部門重回正軌的機會。

Rayfield加入RTG和AMD的這個時間點很有意思。業務方面，RTG正在和現實抗爭：Vega（以及幾乎所有其他A卡）在挖礦方面極受歡迎，以至於北美市場【實際基本覆蓋全球..】低端以上買不到AMD顯卡。從短期來看，這意味著AMD生產多少GPU就能賣出去多少。但Rayfield要幫助AMD應對礦潮帶來的長期影響，讓新礦工滿意的同時，也不失去遊戲玩家。

AMD半定製業務整合進RTG

Rayfield在接管RTG 傳統業務的同時還繼承了第二份工作：負責監督AMD的半定製業務部門。半定製業務以前是企業和嵌入式部門的一部分，現在被整合進RTG Bussiness Group，由Rayfield掌管。這次重組反過來又將半定製業務從企業和嵌入式部門中分離出來，原有的企業和嵌入式部門成為新的數據中心和嵌入式解決方案業務部，該部門將繼續由SVP & GM Forrest Norrod負責。

說實話，我不知道該怎麼去解讀。幾年前AMD的重點還是半定製業務，也取得了很好的成績，不過隨著Zen架構在技術和銷量上的成功，現在AMD的重點似乎轉移到了賣處理器上。AMD稱半定製業務的核心正是圖形，所以把它整合進了RTG。AMD仍然認為半定製業務不應該僅僅只是給主機行業提供處理器，但我覺得經過這麼些年AMD也意識到，半定製的最大客戶仍將是主機。相當於主機業務再次成為圖形業務的一部分，同時半定製業務的優先度也會更低一些：與高利率的CPU相比，主機上的毛利率要更低。

最後談到財務問題，值得注意的是AMD要增加RTG的預算。AMD沒有給出具體數字，估計RTG的總體預算應該已經有所增加。財務狀況不景氣導致AMD在GPU領域已經非常吃力 - 設計的GPU晶元數量遠不及以前。結合領導層變動，可以期待AMD在GPU市場上將更具競爭力。

PR原文：

SANTA CLARA, Calif., Jan. 23, 2018 (GLOBE NEWSWIRE) -- AMD (NASDAQ:AMD) today announced the appointment of Mike Rayfield as senior vice president and general manager of AMD Radeon Technologies Group (RTG), and David Wang as senior vice president of engineering for RTG. Both will report to President and CEO Dr. Lisa Su. Rayfield will be responsible for all aspects of strategy and business management for AMD』s graphics business including consumer graphics, professional graphics, and semi-custom products. Wang will be responsible for all aspects of graphics engineering, including the technical strategy, architecture, hardware, and software for AMD graphics products and technologies.

「Mike and David are industry leaders who bring proven track records of delivering profitable business growth and leadership product roadmaps,」 said AMD President and CEO Dr. Lisa Su. 「We enter 2018 with incredible momentum for our graphics business based on the full set of GPU products we introduced last year for the consumer, professional, and machine learning markets. Under Mike and David』s leadership, I am confident we will continue to grow the footprint of Radeon across the gaming, immersive, and GPU compute markets.」

Rayfield brings to AMD more than 30 years of technology industry experience focused on growth, building deep customer relationships, and driving results. Rayfield joins AMD from Micron Technology, where he was senior vice president and general manager of the Mobile Business Unit. Under Rayfield』s leadership, Micron』s mobile business achieved significant revenue growth and improved profitability. Prior to Micron, Rayfield served as general manager of the Mobile Business Unit at Nvidia, where he led the team that created Tegra.

With more than 25 years of graphics and silicon development experience, Wang brings deep technical expertise and an excellent track record in managing complex silicon development to AMD. Wang rejoins AMD from Synaptics, where he was senior vice president of Systems Silicon Engineering responsible for silicon systems development of Synaptics products. Under Wang』s leadership, Synaptics more than quadrupled its design team through acquisition and organic growth. Prior to joining Synaptics, Wang was corporate vice president at AMD, responsible for SOC development of AMD processor products, including GPUs, CPUs, and APUs. Previously, Wang held various technical and management positions at ATI, ArtX, SGI, Axil Workstations, and LSI Logic.

本文地址：http://www.moepc.net/?post=4201

via：https://www.anandtech.com/show/12363/amd-reassembles-rtg-hires-new-leadership

http://ir.amd.com

原作者：Ryan Smith

http://MOEPC.NET編譯，版權歸我站所有，轉載請註明出處。

Anandtech 與 AMD CEO Lisa Su的訪談

原文地址:https://www.anandtech.com/show/12312/getting-radeon-vega-everywhere-an-exclusive-interview-with-dr-lisa-su-amd-ceo

作者：Ian Cutress

再次感謝Anandtech

7nm節點會同時使用TSMC和GF，AMD也有考慮給Zen加上新指令，GPU方面新的投入 ，以及和Intel的合作

Lisa Su用的是AMD牌筆記本

Ian Cutress, Q1: AMD had a good year in 2017, from the point of view of the product, the brand, and AMD』s core financials. The question is not whether if it met corporate expectations, but did it meet your personal expectations? Did you get out of 2017 what you had initially thought you could get when you put your effort in? Or did you go beyond?

【AMD的2017年是否達到預期】

Lisa Su: I have to say if I look back on 2017, but not just 2017 the year but sort of the culmination of the last 3 years, it absolutely met our and exceeded our expectations. We are in our quiet period right now in early 2018 so I』m not going to comment beyond what we』ve said financially, but even what we said in our 4th quarter guidance would have said, we』re going to grow revenue well over 20% year on year, I mean that』s a good year. Putting all the noise aside, was every product launch perfect? Not everything was perfect, but you know, everything happened like we said it was going to happen. So I feel very good about what we accomplished in 2017.

But as you know, I have very high expectations, I like to say I still feel like we』re the 3rd inning of this game, we have a lot more to play. I feel like the last 3 years for me has been you know, the best 3 years of my career in terms of productivity but I think the next 3 years can be even better and that』s because I think the team really understands and is really focused on what we need to do and the opportunities are there. We』re still in the early innings but I』m quite satisfied.

【達到並超過預期，雖然並不是每個發布都完美，總體來上感覺很好。

過去的三年是Lisa Su生涯中感覺最好的，接下來的三年甚至會更好

剛剛起步，對目前很滿意】

Q2: Has AMD executed to plan, and is AMD in a good position?

LS: I would say just the sheer determination in getting the products out, and so we have executed, and it makes the company feels good. I think the engineering teams feel good but make no mistake - I mean, I know the competition is not standing still so, were not sitting here resting on our laurels. We are absolutely focused on ensuring that we keep that competitive edge and that is where all our thinking is, like how do we make sure that we anticipate, you know? Because we are the smaller guy. So as the smaller guy we have to anticipate what might happen in the industry. We actually do in some cases take more risk than other people would, so that we can bring out some of that technology out faster.

We got a lot of comments about our EPYC four die (yes) multi-chip module, I mean I absolutely think that was the right thing to do. But again, that』s taking a little bit of risk into how you put something together.

【整個公司和工程師團隊對目前產品的執行情況感覺很好，對手並沒有駐足不前，AMD也會繼續保持競爭力，作為一家不大的公司，要預測業界動向，有時候還要冒險嘗試新技術。

針對EPYC的4晶元MCM封裝有各種不同看法，Lisa Su覺得這是正道。】

Q: You fully expect that there will be other people who follow that methodology?

LS: I fully expect that will be true. 【Lisa Su認為還會有其他廠商跟著採用MCM】

Q3: Last year you told me that due to the position AMD was in at the time, it was the equivalent of being put into a box, and that you have to think outside it in order to innovate. Now that you have a proven product line which is competitive both than performance and price, is that box still there?

LS: I think the box is there, I think the box is a bit different and so, you know, a few years ago the box was that we have to prove we can be on the playing field, so there was a very much 「show me」 attitude for the customers. I think that the box has changed, and now it is more around where should we go next. It』s more of a joint partnership statement, and so I think the box is actually expanding for us because we have the opportunity to really work with some of the top customers in defining what』s next.

I still think that we have to be very scrappy, very hungry, very aggressive. I will always believe that it is a very competitive world out there. But yes, we have to think outside the box, but we think outside of the box with our customers and our partners. Also, the market is good, and I think the market is generally receptive to new technology I would say.

Q4: This time last year, there were a lot of questions over how are you going to integrate with OEM partners and build those relationships, as those new relationships that haven』t really been there the last 5 years. Do you think you』re at a better place now with those relationships than you could have predicted back then? 【和OEM的關係】

LS: I think we are at a very good place with our OEM partners and relationships. I don』t think we』re done. I』ll give it to you in 2 categories: I think on the PC side, every OEM has invested in Ryzen and invested in Radeon, so I believe that we have those partnerships, but I also think that there is another step to do really optimized AMD capabilities. We know that there is a lot you could do in that optimization, so I feel great about where we are with OEM relationships, but I think we can also take another step further and that』s going to come this year with of the commercial platforms that you will see.

I would say the data center side has been actually very pleasantly encouraged with the resources that OEMs are applying to AMD EPYC and Radeon Instinct. I think that the number of resources allocated from the cloud vendors as well as the OEMs that they are very strongly committed to our product line and maybe that』s because they have a longer timescale that they think through and so, yes, I feel good about that, but I think there』s always more that we can do.

【每家OEM都有用到Ryzen和Radeon，只是覺得廠商還應該進一步優化發揮。OEM和雲服務商對EPYC和Radeon Instinct投入了不少資源】（可能某些廠商對做AMD產品不大上心，舉個不恰當的例子：x299 rog r6e和x399 rog zenith）

Q5: We spoke with Scott Aylor (GM of AMD Enterprise and Embedded) about the recent announcements on Azure and Baidu. That is 2 of the super 7/6+1, so more news to come in 2018?

LS: Absolutely, incredibly busy on both CPU and GPU to help the cloud guys get their platforms up and running. 【2017年採用EPYC的有百度和微軟Azure，2018年會有更多】

Q6: With the launch for the 2017 products, the increase in market share, and the financial results, has that enabled AMD to expand into doing more projects simultaneously?

LS: It has definitely given us the affordability to invest more in our R&D. We invested more in R&D in 2017 than we did in 2016, and we will invest more in 2018 than in 2017. As our revenue grows, it gives us the opportunity to invest more. I think from my standpoint, those investments tend to be very much along the lines of expanding our capability, particularly in the graphics space, and around some of the software enablement because we believe that』s really important for us. And then, in the CPU space, we』ve had these multiple leapfrogging of generations and we』re going to continue to do that.

【2017年的發布、市場份額上升以及財務的改善使得AMD能夠投入更多R&D，尤其是圖形業務方面，CPU方面有計劃的蛙跳式換代升級】

Q7: In this semiconductor space everybody goes after the low hanging fruit. With the recent launches on Ryzen Mobile and upcoming Ryzen APUs in Q1, are you getting all the low hanging fruit? What still needs to be picked? What really need to be hammered home in 2018?

LS: We have multiple product lines that we are working on, I think the low hanging fruit, or the 『largest opportunity』 is really the wide spread adoption of Ryzen with OEMs. I would say that in 2017, it was much more the DIY market and people who build their own systems. I think in 2018 it is around the Ryzen Mobile systems and Ryzen commercial systems. I think that it is a big opportunity for us. I think GPU compute is a very large opportunity for us and then I think getting a full ramp of EPYC.

I think we are very deliberate in how we』re working with customers on these things, so it is a place that is very much within our control. If you call that low hanging fruit, then I think it』s a place where the products out there now means it is about good for the market and moving from designing into revenue.

【2018年主要是Ryzen Mobile和Ryzen PRO/EPYC這類商用系統。GPU計算方面的機遇，以及EPYC的全面增長。】

From @lisasu

Q8: If we look market share numbers, there are a few surveys that have not put AMD in the best light. Some are showing an influx of Chinese players playing games like PlayerUnknown』s Battleground (PUBG) and have seen AMD』s market share drop because they are all using competitor hardware. Is that a concern? 【有些調查顯示市場份額不大好看，比如中國PUBG的流行導致都去用N卡，AMD市場份額下滑】

LS: You know, I think put aside any particular sort of game as they come through (and certainly PUBG is very popular in China), I believe that these are all points in time. So when I look and you』re talking about graphics market share, I look at our graphics product line and we』re going to continue to be very aggressive with that product line. We certainly have all of the OEM relationships that are out there with Apple down to the iMac Pro and HP, Lenovo, Dell, they are all heavy users of our graphics capability. In China, we are doing some additional marketing efforts. China is a very important market for discrete graphics so I』m not concerned about any particular point in time. I would say that we』re selling lots of graphics cards and it』s a very good market for us right now.

AMD recently announced a partnership with http://JD.com to promote Ryzen more widely in China. AMDs news post is here.

【這種特定遊戲都只會流行一段時間，就不討論

至於顯卡的市場份額，在中國有做額外的Marketing

中國在任何時候都是獨立顯卡的重要市場，和時間無關】

Q9: One of the things with every new processor generation is the talk about IPC, and how can we increase base performance. This comes down to the microarchitecture but also instruction support. Now there are products on the market that focus on wide vector support and they use that as a way to say that their IPC has increased, this is not necessarily something AMD has focused on with the CPUs. Obviously AMD looks at new ways to support instruction sets, but how does new hardware support and instruction support like vector processing come into the equation? 【IPC的增加，以及是否會增加新指令, AMD支持AVX指令的方式明顯不同】

LS: I think we always look at what the trade-off is in terms of adding the extra instructions. I believe that we』ll absolutely look at it over time as it relates to overall performance. We actually think that even without the special vector instructions that we』re doing very well in floating point performance and so I think that our architecture is optimized well. To get to your question: will we consider some of these new instructions? Yes, we will, and we will figure out what the right timing is.

【主要關心能不能提升總體性能

現在Zen架構不靠AVX，純浮點性能已經很強

有考慮新指令。AMD會在合適的時間點做出決定。】（事實）

Q10: With the Zen core and the Zeppelin design, AMD essentially has one version of its silicon for PC/enterprise and one version of silicon for the mobile parts coming out the factories. If AMD had the resources and budget to have a wider silicon design portfolio, would there be more scope to trying for more esoteric IPC gains for specific product lines? 【Zen核心和Zeppelin設計讓AMD靠1個die就覆蓋了PC/企業，另一個die覆蓋移動版

如果AMD有充足的資源和預算設計更多晶元，會不會推出更多的設計，比如特殊產品線，專攻部分IPC的】

LS: I think that our CPU roadmap actually is very ambitious and I think microarchitecture is one piece of it. What you heard from Mark Papermaster with what we』re doing in terms of cross-chip interconnect and power management, and then system-wide thinking in terms of how we put the chips together. I actually think it is not a resource constraint problem necessarily, it is really more about where we want to focus our efforts on the CPU side.

On the GPU side, we have multiple teams that are looking at how to improve the instruction set as you go forward and I would say that we are thinking on the compute aspect of GPUs. How do we think about sort of the traditional GPU engines to special accelerators, things like that.

【單一die設計不是資源限制上的問題

GPU，幾支隊伍在改進ISA，主要是GPU的計算方面，從傳統的GPU引擎到特化加速器】

Q: Does that mean that there is room in the future for GPU bifurcation, between a gaming focus and a compute focus?

LS: I think there is. You will see us move on this, and we』re very committed to gaming so that』s not going to change, but you will see us do some more purpose-built products for the compute side of things.

【GPU會有分化，分化出遊戲和計算核心

遊戲方面和往常一樣不變，會有特殊的為計算打造的產品】（V20?）

Q11: So far AMD has a very publicly discussed its Infinity Fabric interconnect, and external interconnects in the form of interposers. The competition is currently parading EMIB (embedded multi-die interconnect bridge) technology which is being used in conjunction with Vega graphics. With what AMD has shown we are seeing much tighter interposer technology being used on the latest products. Is there scope for AMD to produce an EMIB like technology, or are you sticking your foot firmly into interposers for the near future?

【Vega M上面用的是EMIB還是自己改進的Interposer】Ian問的其實就是這個意思）

LS: Without directly commenting on EMIB technology, what I would say is we are looking at all forms of multi-chip technologies. I think that interposer is one that we』re using and using widely in production today but we have a tremendous amount of research going on in this area of how do we put chips together and so, you』ll see us do more I think will be an area that will we continue to be investing and be aggressive.

【目前廣泛使用的是interposer】

Q: How much of that research is done predominately by teams internally versus collaborating with a foundry partner?

LS: Very much in collaboration, very much. I think that this is an area where we will work with foundry partners, we will work with OSATS, but our use case tends to be an extreme use case or an aggressive use case. And as a result, I think that the partners are very interested in working with us because we can be a technology driver for some of these technologies.

Q12: How is the search for a new head of RTG? Are you looking somebody from the outside or from the inside?

LS: We are making very good progress – we will be filling the position from the outside. Like I said, graphics is very, very strategic to us and so when we』re ready to talk more about that, I』m sure we will.

Since we asked this question, AMD has announced it will be hiring David Wang as SVP of Engineering at RTG and Mike Rayfield as SVP+GM of the RTG Business Group, effectively splitting the role. AMD is also moving its semi-custom business under RTG. You can read our report here.

Q13: In graphics, NVIDIA has recently announced that they are dropping support for 32-bit operating systems. Is that something that has been discussed internally?

LS: It is a trade-off, you know, and we do look at the fact there』s a very large legacy base that you have to validate as you go forward, but we haven』t anything specific to say on that topic at this point.

【NVIDIA停止了32位系統的支持，AMD認為32位系統使用人群還不少，目前沒有發表任何聲明】

Q14: At the Ryzen Mobile launch, we got an in-depth look into how AMD is calculating for its 25x by 2020 goal, and we followed the math on how that was calculated. What intrigued us is what is going to have to happen between now and 2020 to hit the goal. Obviously, you feel that the goal is progressing and it』s going to be hit, do you feel it』s going to exceed? Part of the 25 by 20 calculation is to do with the system underneath the processor produced by an OEM partner, so some of it is out of AMD』s control. Does that worry you in any way?

【25x20的目標，2020年做到25倍能耗比】

LS: It doesn』t Ian, and I』ll tell you why. The way I look at it is that I』ve really been amazed with what you can do around power management and system power management and from silicon and software and system optimization together. When I say I』m amazed, it is just from being in the industry for the last 20 years and thinking about how we used to do things and how we do things today and the 100』s of sensors that we have and the incredible micro-control we have - I think that the tuning knobs are amazing.

I believe that not every partner will go extreme on 25x20, but we will get a couple of partners to really take advantage of those capabilities. In some sense it is on us to show them what we are capable. The Raven Ridge/Ryzen Mobile design was sort of like the first step, but we are nowhere near done with everything that can be done, so you are going to see that power profile get better and better as new systems come out. So yes, I am very optimistic about the whole, like I said, I am simply amazed with some of the things that you can do, or we can do with in partnership with the OEMs.

【不是每家友商都會做到25x20，有個別廠商會充分利用這些能力，Raven Ridge就是第一步，但離目標還遠】

Q15: Do you feel like OEM partners are listening to guidance when it comes to system design? 【友商聽從AMD的設計建議嗎】

LS: They are much more engaged than they have been in the past and frankly, we are also in their labs. We have a number field application engineers in their labs helping them to optimize their systems. 【有派工程師去他們的實驗室】

Q16: On the 25x20 goal, we predicted 3 pathways for AMD to go. So, high performance for the same power, medium performance increase for medium power saving, or the same performance with a big increase in general efficiency in, say like, a 5W product that has the current performance of Ryzen mobile. Would AMD consider playing in that 5 watt space? 【25x20的目標達成，相當於5W TDP產品能達到當前Ryzen Mobile的性能，AMD是否考慮進入這種低功耗領域？】

LS: I think we could do it, but we wouldn』t necessarily design a product just for that market. These products have a lot of scalability and you may be able to use the products down to that point. 【可以做到，不過並不一定會為了這樣一個市場單獨設計一款產品。產品都有很好的拓展性】（比如降頻）

Q17: For 7 nanometers, AMD has stated that the first product for this node is Vega and the focus is on machine learning. Some might feel that it is a bit odd for the first 7nm product to be on an existing GPU architecture and for the enterprise market. Do you have any comment? 【7nm的首款產品用在Vega GPU上，一款現存架構，還是給企業的，不奇怪嗎】

LS: I think that we always think about this very systematically, as to how we bring out new process technology. In this case it made a lot of sense to bring Vega down to 7nm. Vega, as you know, is practically a brand-new architecture and it has only been out since August, so we believe Vega has legs. We have so many new features in Vega, such as adding some of the compute centric features – but the beauty of 7nm is density and the power. When you think about just how much compute horsepower you can put in the new technology, it made sense. We usually start with the GPU; the GPU is usually for us the first product in a technology. Graphics does have the capability for a lot of redundancy on it and so we feel like it』s a great utilization of the technology.

【Vega是全新架構，還有潛力，7nm的魅力在於密度和功耗，可以把強大的計算性能放進7nm製程。

AMD通常先給GPU用新製程（比如Polaris），顯卡可以做很多冗餘單元，適合新工藝用】

Q18: With GlobalFoundries 14nm, it was a licensed Samsung process, and 12nm is an advancement of that. 7nm is more of a pure GF design. Is there any change in the relationship as a result? 【GF的14LPP是三星授權，12LP是改進。7nm則是GF自己設計。AMD和GF關係會有變化嗎？】

LS: So in 7nm, we will use both TSMC and GlobalFoundries. We are working closely with both foundry partners, and will have different product lines for each. I am very confident that the process technology will be stable and capable for what we』re trying to do. 【7nm我們會同時使用TSMC和GF。AMD和TSMC和GF都緊密合作，每家代工廠負責不同產品線

對製程很有信心，穩定、能滿足AMD的要求】

Q19: Do you feel like that the numbering system of process technology gets people confused?

LS: Yes, it probably does! You know, I don』t get to name processor technologies, but I will say though Mark Papermaster made the point today that the 7nm node is a very competitive node, and we do believe that the gap to the competition』s process technology is closing and that』s a good thing, right?

【代工廠的製程命名有時會讓人感到困惑

7nm是非常有競爭力的節點，和Intel的差距縮小】

Q20: One of the things we found with previous mobile AMD launches was that the reference designs were not that great, and were built to a price point rather than trying to showcase the best of the platform. Did that change with Ryzen Mobile?

LS: I think it』s gotten better. If you take a look at the first couple of [Ryzen Mobile] platforms, I think they are better, and I still think that there is room for the platforms to be an even better showcase of the products. I would say that the OEMs are, in some sense, surprised with how good Ryzen Mobile is and from the expansion of the capability. I would say that the first couple of platforms were there to clean the pipeline a little bit and what you』ll see in 2018 is a much broader set of platforms including the commercial platforms.

【2017年發布的幾個Ryzen Mobile平台屬於試水

友商可以說被Ryzen Mobile的能力驚艷到了

2018會有更多更好的Ryzen Mobile產品，包括商用平台】

Q21: The partnership with Intel with their new chip [Intel with Radeon], obviously AMD is very happy with that relationship and very confident? 【AMD和Intel的合作】

LS: There are some people who might think it is an odd relationship but I think the relationship is representative of the world we live in today. Today it is very much around the fact that you can compete in some areas and you can partner in other areas. In this particular case, the way we looked at it is whether it would expand the market for Radeon.

I think Intel had an interest in using a Radeon graphics custom chip, and we』re selling silicon, and as a result we saw it as a positive for us. Obviously there are areas that we are going to continue to compete very fiercely, and in this area, we are going to partner. We have been partnering with Intel regarding the discrete graphics side for some time, in terms of making sure that our chips work on their hardware. So this has taken that partnership to another level.

【合作與競爭共存的時代，Intel對AMD顯卡有興趣，AMD覺得能賣出去，就是好的

AMD和Intel在CPU領域競爭激烈，但在這裡會合作。】

Q: Is this collaboration a multi-year, multi-generational project? 【合作是否持續多年，是否有多代產品】

LS: We haven』t announced anything beyond the first product so I would say let us get through the first product and we will see where it goes from there.

【沒有相關信息發布，先觀察首代產品】

Q: The relationship between Intel, AMD and Samsung/Hynix doing the HBM - is it up to Intel to ensure it all works together given AMD is just selling the graphics chip? 【合作是Intel、AMD和Samsung/Hynix的HBM - 是不是Intel負責一切，AMD只賣GPU？】

LS: Well I think there』s work for us all to do together, but certainly the assembly is Intel』s responsibility. 【有些工作需要一起合作，當然組裝就要Intel去做了】

Q22: Part of the question on the relationship between AMD and Intel is about how much of the chip is custom, and if Intel had a list of requirements how difficult were they to implement?

【Vega M的定製情況，是否Intel給了一份要求清單】

LS: I think with any collaboration there is a conversation around what the goals are. The goals of this partnership were around how can we build a very highly integrated CPU plus GPU with a certain set of performance characteristics. This is what we do in any semi-custom engagement - the customer has a set of goals and we say how we believe those goals can be met and there is some conversation and agreement about what the final product is.

It was actually very straightforward in the grand scheme of things. We build lots of graphics chips and so this was something specific to their requirements.

【合作目標是如何做出一款高度集成的CPU+GPU，達到特定的性能

其實就和半定製流程一樣，客戶會提出一系列目標，然後告訴客戶，AMD覺得該怎樣實現目標】（就和Xbox/PS4定製流程差不多）

Q23: Will you be tuning into Intel』s keynote or will you just get a report from somebody? 【關注Intel的Keynote嗎，會從哪裡收到報告么】

LS: I will probably get a report from our team, but you will probably be sitting there so you can give us a report and we』ll read it! 【可能會從自己的隊伍那裡收到報告，你（Ian）可能就在那，所以你也可以給我們寫份報告來讀啊！】

Q24: Are you glad to see HBM2 on your AMD products? Is it still too expensive for the mid-range? 【對HBM2的態度】

LS: It is a great technology, it really is. I think right now as you know there』s a real tightness in memory supply around the world, but put that aside (and by the way as that』s true for G5, that』s true for DDR4, that』s true for HBM) I think HBM is a great technology. I think over time we』ll see it become more cost effective, but it is still certainly on the higher side in terms of cost.

【HBM2是非常好的技術。目前全球內存供給都很緊張（G5是這樣，D4是這樣，HBM也一樣），拋開這些，HBM是很棒的技術。成本會隨著時間降低，當然還是會比一般要高】

Q25: Several years ago, there was the expectation that AMD would be producing a number of ARM based processors, and then we got the singular A1100 product. Then it fell by the wayside: are there any plans along those lines anymore? Or is it evaluated? 【AMD的ARM後續產品】（K12..R.I.P）

LS: We continue to do ARM-based development in a couple of areas. We have custom products around ARM, and we actually use ARM in our PSP as you know. We always look at ARM, and if it makes sense down the road to introduce another ARM standard product, we』ll consider that.

But the focus for us has really been around x86 and our GPU roadmap. Part of what we have done is really focus the R&D efforts. I still believe that there are lots of good places for ARM in the industry so we』ll continue to take a look at that. 【某些領域會繼續使用基於ARM的產品，比如PSP和某些定製產品

最關注的還是X86和GPU，之前把R&D都集中在這上面了

ARM有許多適用的地方，會持續關注】

Q26: With the news about Meltdown and Spectre, obviously you guys have been working on it internally for a while, has this caused any insignificant shifts in thinking about R&D and design for future products? 【Meltdown和Spectre是否導致設計和R&D的轉移】

LS: We all take security very seriously, and we have been working for a while on these particular issues that have been brought up. We have always thought about security from the beginning, so you know, if you take a look at sort of the mindset of processor development, it has always been at the front and center in our development methodology. I don』t think it changes necessarily how we think about future development, but I think it is very clear though that everyone has to be vigilant around security and so, that』s very very clear.

Q: With the intended announcement date of the 9th of January, and everything coming out early, do you think AMD』s message regarding the issues was able to be put out there how you expected?

LS: I would say is that there has been an incredible amount of information coming out of the last 3 or 4 days. With it, not everything is going to come out perfectly. I think we continue to view it as that this is a long term thing, not a short term thing, so there is not a one specific press release or one specific patch that』s going to say everything is fixed.

What we do believe is that we have been very clear on where we think we do not have an exposure and where we think that there might be an exposure and what we』re doing about it.

Q: In some cases, AMD has said that some products aren』t vulnerable and other people are saying that AMD products are vulnerable.

LS: I think this is where the 『Devil is in the details』, and so with the Meltdown variant, we believe that our microarchitecture is just not vulnerable to that particular thing.

With Spectre, the 2 variants, that our architecture is susceptible and what we』ve said is there would be some OS patches that will be helpful and also there is a set of work that needs to be done relative to how these things actually come out in real life. So it is a very complex problem and we want to be sure that we』re giving it its full attention. We are taking it very, very seriously and in particular, making sure that our customers are very clear on where we are.

Read AMDs latest updates on Meltdown/Spectre here.

Q27: Some of the thoughts in my mind are going back to the financials of AMD. AMDs last earnings pointed to returning to profit, but when can AMD be considered financially healthy? 【AMD的財政狀況】

LS: I would say we are very healthy. You know, some of our investments are going to be in better computing systems for our engineers and so on and so forth. So yeah, I feel very good about our ability to invest and you know, honestly, it is not at the forefront of my mind. At the forefront of my mind is there are so many areas that we can broaden our perspective in our base business in PCs and graphics and data center to the machine learning and machine intelligence markets. There is a lot of pull in automotive and those markets, so there are a lot of things for us to do, so I don』t think about financially if we are healthy that often, as I think we are very healthy. I think more about how do we choose where to put our eggs because there are so many interesting places.

Q28: You mentioned automotive and it was mentioned during Tech Day, though obviously everybody who is working in automotive currently now is several years down the line compared to AMD. Do you actually feel like AMD can make headway in that space with so much in flux?

LS: I think there is. I think it is a long term market, so today we』re really talking about 2020 and beyond so it is not a necessarily short term sort of opportunity, but I do think our products are very capable and you know there is some actually pull from the market.

【自動駕駛方面是長期機遇】

Q: Is it up to somebody else to apply AMDs product into an automotive context or is it something AMD should be doing itself? Your competitors design a platform and push it out to their partners, is that the same route that AMD has to take? 【需要等到自動駕駛廠商採用AMD產品，還是AMD自己做？對手設計了完整平台，提供給廠商使用，AMD會採用相同路線嗎？】

LS: It has to be a collaboration: I think that our view would be that we would work closely with lead customers to build those initial platforms.

【肯定會是以合作的形式進行。如果做的話會和廠商合作打造這種平台】

Q: So you would aim for a highly individual, optimized platform with a specific customer rather than a general platform to offer?

【就是說會給特定用戶提供單一優化平台，而不是通用平台？】

LS: I think that would be the way we enter the market is through the customer relationship.

【是的，通過和客戶合作。】

From @lisasu

Q29: Something a bit different and a bit more personal: How do you integrate into the gaming community, and what system do you have at home? 【個人問題：和遊戲社群有哪些關聯，Lisa Su家裡有哪些系統】

LS: I hate to tell you this, but I have every system, I mean I do. The issue is that my husband is a hardcore gamer so we do really have every system at home. We have every game console at home, we have Ryzen 7, Vega 56, Vega 64, we have Threadripper 1950X, 1920X, and we have more systems than we should. We have ASUS ROG laptops at home as well - we have just a lot of different systems.

【有每款系統。Lisa Su的丈夫是硬核遊戲玩家，所以家裡有每款系統。家裡有每款主機，Ryzen 7，Vega 56，Vega 64, Threadripper 1950X，Threadripper1920X，還有ASUS ROG筆電等】

[上面的圖是Lisa Su在Bestbuy買Ryzen Mobile筆記本]

Q: What system do you use in the office? 【在辦公室用什麼系統】

LS: I don』t have it here but we have a system that we had built specifically with AMD branding on it so I actually use an AMD branded notebook that currently is still Bristol Ridge. I have not switched over to a Raven Ridge notebook yet, but it has quite good battery life. I decided that if I use anybody』s notebook, I am going to appear as if I have favorites, so I』m using an AMD branded notebook.

【沒帶來，用的是一款AMD打造的Bristol Ridge筆記本

Lisa Su覺得如果要用哪個牌子的筆記本，就會顯示自己有偏好，所以用的是AMD品牌的筆記本】

Many thanks to AMD, Dr. Su, and the team for this opportunity.

via:MoePC.net, 地址：http://www.mykancolle.com/?post=4205