蘇姿豐展望2020前景:最好的還在后面
今年對于AMD公司而言,是具有里程碑意義的一年。今年是這家總部位于加州圣克拉拉的公司成立50周年。今年是蘇姿豐出任首席執行官五周年,這五年來,她帶領這家苦苦掙扎的半導體公司扭虧為盈,成績斐然。 我最近和蘇姿豐聊過,她說:“我們正在贏得市場份額,市場份額在當今世界至關重要。消費者渠道和商業渠道的應用都大幅提升。因此,我們不僅對2019年取得的成績感到興奮,對2020年及以后的發展也充滿期待。” 今年10月底,蘇姿豐公布了第三季度收益,與華爾街預期相符,但銷售業績不盡人意。不過,與上年同期相比,AMD獲利增長38%,營收增長9%,鞏固了其作為科技巨擘的地位。 自2015年蘇姿豐上任以來,由于AMD向亞馬遜、谷歌、微軟、甲骨文和推特等科技巨頭供應了大量高性能計算處理器,她已經扭轉了公司的巨額虧損,實現贏利。 AMD強大的處理器不僅裝進了個人電腦和數據中心,也裝進了微軟的Xbox和索尼的PlayStation等廣受歡迎的游戲機里。蘇姿豐表示,AMD正在與這兩家公司合作開發下一代游戲機,她預計“2020年將是游戲機的豐收之年。” 華爾街投資者對AMD給予了豐厚回報。自蘇姿豐成為首席執行官以來,公司股票已經暴漲了900%。到目前為止,2019年的股票上漲了近80%,是標普500指數中表現最好的股票。此外,該公司繼四年前跌出《財富》美國500強企業名單之后,又重新榜上有名。 目前,似乎沒有什么能夠阻止蘇姿豐在技術上抵達更高的里程碑。盡管專家預測經濟會出現衰退,但她強調道:“我們當然還在招人。”中國的貿易緊張局勢?她承認,她正在“密切關注”這場貿易爭端,但她告訴公司在中國的員工,“控制我們能夠控制的事情。我們的工作是推出偉大的產品。” 蘇姿豐關注的是2025年——也就是她擔任AMD首席執行官的第十個年頭——她想把AMD帶向何方。“我總是說,最好的還在后面。”她笑容滿面地說道,“我們的目標是真正做到挑戰極限。”(財富中文網) 譯者:Agatha |
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.” |