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从天才女学霸到AMD女掌门,6年创千亿美元市值!4亿元年薪当选全球最吸金CEO!(附视频&摘要稿)

从天才女学霸到AMD女掌门,6年创千亿美元市值!4亿元年薪当选全球最吸金CEO!(附视频&摘要稿)

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在2020年美国半导体行业协会(Semiconductor Industry Association,下称SIA)的领导力论坛及颁奖典礼上,AMD首席执行官苏姿丰正式接过奖杯,成为罗伯特·N·诺伊斯奖(Robert N.Noyce)历史上第一位女性华裔获奖者。

在获奖演讲中,苏姿丰也提到,本次获奖不仅代表个人的荣誉,也象征AMD近些年来的进步,以及少数族裔在半导体等前沿领域不可忽视的卓越贡献。

提到AMD,很多人都知道它是一家半导体领域的科技企业,主要产品有笔记本CPU、显卡等。消费者圈内流行的“AMD YES”,这句话刚好反映了AMD如今的势头。特别是在去年的笔记本消费市场,AMD可以说是打了一个翻身仗。


在被英特尔(Intel)和英伟达(Nvidia)蚕食市场份额多年后,AMD近年的市场份额迎来了回升,多款搭载AMD核心的笔记本电脑产品获得了市场了的认可。总之一个词,直接yes就对了,但你能想象的到吗?让AMD能yes起来的人,却是一个女人,半导体领域的首位女CEO、世界上薪酬最高的华人总裁——苏姿丰(Lisa Su)!



2019年,美联社公布的标普500上市公司薪酬榜,这位AMD的华裔CEO苏姿丰凭借5850万美元的年薪实力霸榜。她名列《彭博》2019年度风云榜“彭博50”大关。《财富》盛赞她是“AMD真正需要的变革家”。

这些加诸于她的盛名,其实源自于苏姿丰“不甲意输”的感觉,她曾在受访时表示“I love to win!”而能在业界一直领先的原因,是她勇于接受挑战、找出解决方法克服困难,并从中创造自我价值的性格。

熟悉她的人都知道,苏妈对AMD恩同再造。那么粉丝眼中的「苏妈」到底是如何受命于危难,让AMD一路成为AMD Yes的呢?





How Lisa Su 

Turned Around AMD

↓↓↓ 上下滑动,查看摘要稿 ↓↓↓

Before Lisa Su became AMD’s (Advanced Micro Devices) first female CEO, before she led the company to 25% revenue growth to $5.33 billion in 2017 (marking its first full year of profitability), the nearly 50-year-old tech company best known for manufacturing microprocessors had hit a significant rough patch.

“WE WERE LOSING MONEY LIKE CRAZY”

Su, who holds a PhD in electrical engineering from MIT, came to AMD from IBM in January 2012 as senior vice president and general manager of the company’s global business units.

That year, AMD lost over $1 billion, which wiped out its previous two years profits. By the end of that year, AMD had cut 15% of its workforce, prompting one analyst to pronounce the company “uninvestable.” As it continued to burn through cash, competitors like Intel, Qualcomm, and Nvidia gobbled up its market share.

Undaunted by the challenge, Su began to slowly change the game first as SVP, then COO, and ultimately taking the helm as CEO from Rory Read in 2014. The scenario could have unfolded with Su shattering that glass ceiling, only to get the boot over the glass cliff, like other female CEOs who try to salvage a sinking ship.

Su, a self-professed pragmatist, focused on what she knows how to do best: solve problems. “I’ll figure out how to bring people together or experiment to narrow down to get an answer,” she says.

“When I first took over, there was a desire from HR and the communications team to put together a mission, vision, and value statement,” she recalls, “and I was thinking at the time we are losing money like crazy.” Su says to do that would have taken six months that the company couldn’t afford to spend. So instead, she drafted a memo delivered at her first all-hands meeting that outlined three objectives: “To build great products, deepen customer relationships, and simplify everything we do.”

Her memo also acknowledged that the staff would be asking what would change in order to meet these priorities. In turn, Su insisted that the strategy set in motion before she took over would remain, and the focus would be on those three points.

“That seems to have really resonated,” Su muses, recalling that she saw those priorities recorded in a photo of one of the office whiteboards six or nine months later. The simplicity of the message stuck more than if she’d written a 10-point value statement, Su contends.

BECOMING A BETTER LEADER

But Su admits she wasn’t always this accomplished at setting a vision and motivating teams, much less a global workforce of around 10,000 people. At IBM, the first engineering group she managed was a diverse team of 10 people when she was in her late 20s. “My personal motivation was purely around the project,” she remembers. At the time, Su’s boss asked her how it was going and if she was talking to her people. “I thought that was such a strange question,” confesses Su. She says she never expected anyone to talk to her about anything but the work to be done, and assumed everyone should be treated that way. It was a good management lesson, she says, to understand that she had to talk to her team and learn what made them tick.

Su also credits IBM’s management training programs as a key factor in getting her to be a better leader, not just of projects, but of people. But she also gives a nod to her mother, an entrepreneur who made the decision to start a business when Su and her brother were still in junior high school. Watching the decision making that went into taking a bootstrapped startup importing baskets from their native Taiwan and building it into a multimillion-dollar business that she continues to run today was an education in passion and perseverance.

These lessons permeate Su’s management style as she has gone from managing smaller teams and figuring out how individuals think in order to motivate them to oversee a large, global organization. Over the years, she says, one thing keeps coming back. “Clarity of communication is important,” she maintains, in order to get everyone aligned to a goal.

That’s why she keeps an open-door policy, although she’s quick to point out that with a workforce in multiple countries that is more like an open IM. “I am sometimes surprised who will IM me,” she says, noting that it is not just the executives who message her freely. “I can’t say I’m 100% responsive, but 80% [of the time] I will respond or ask one of my staff to respond.” Su insists she’s gotten good feedback this way, especially since things tend to get filtered out at large organizations. Those at lower levels and from outside the company have offered her new insight into the way things are working, or not.

“One of the most important things for a CEO is not to get insulated,” says Su. That’s why you’ll find her talking to her staff, seeing customers, and even frequently reading what’s said about AMD’s products on Reddit and other forums.

And while she’s convinced AMD’s current success is product driven, Su also concedes that its people are largely responsible for making those products excel. The Austin-based company has poached engineers from the likes of Silicon Valley’s A-list, in part through word of mouth. Su says AMD’s culture of staying true to what they are trying to achieve is very important for recruiting top talent. “We are significantly smaller [than our competitors], so we are fighting a big fight,” she says. “So if you are attracted to a very stable, easygoing job, this is not that.” Su says AMD attracts people who “want to take a risk, do something very special in the industry, and fight the battle with less resources and more freedom.” She believes it, and that’s what she consistently relays to her staff. “You are going to learn a ton and make a big impact,” she adds,” because it is a very competitive environment, and we are trying to operate at the highest level of tech.”

Su believes AMD’s culture is one of learning. Motivating her people to do better each quarter is what she accomplishes through her 5% rule. “I use that figuratively,” she points out, because 50% sounds like asking for the impossible. The incremental, “just a little better the next time,” has taken AMD from the brink back to profitability. This year, the company is on track to grow into PC and datacenter markets as well as high-end graphics and games. Su says simply, “I’ve been pleased to have that [5% better] become ingrained.”


众所皆知,苏姿丰出生于台南大家族,父母都是台湾人,她3岁时随父母亲移民到美国纽约。在传统华人家庭中增长,苏姿丰背负着长辈“望子成龙、望女成凤”的期待,爸爸也希望她可以功成名就。

父亲苏春槐是一名统计学家、母亲罗淑雅则是会计师,耳濡目染下,她自小就习得科学教育与商业训练。苏春槐回忆起儿时的苏姿丰,相较于玩洋娃娃,她更喜欢“拆玩具”,经常把各种汽车玩具分解。在苏春槐眼里,他看到了女儿的不同,也鼓励她尽情地拆解、探索跟学习。

苏姿丰曾感性地表示,她的父亲用相同的标准教育她跟哥哥,这也表示她能拥有相同的高标准来衡量自我表现,不因她是女生而有所不同,所以她自小就立下了成为工程师的志向。

跟顶尖同侪一起增长,她学会:比起聪明,更要会解决问题

步入校园、谈起中小学的表现,苏姿丰笑说她只能算是表现得不差、但称不上是顶尖的人物。高中她选择就读在纽约素有“物理学家摇篮”之称的布朗克斯科学高中(Bronx High School of Science),该校曾有7位校友获得诺贝尔物理学奖、1位获得诺贝尔化学奖。

在这里,同学精锐尽出,苏姿丰被燃起了斗志,激发她在数学跟科学领域上追求更卓越的表现,她说“竞争能使我变得更好”。这个时期的学习,也让苏姿丰顺利进入麻省理工学院(MIT)主攻电机工程学科,因为她认为这门学科是最困难的。

回忆起在MIT的求学过程,苏姿丰认为这是塑造她人格特质的重要阶段,也就是在这个时候,她发现她爱上了半导体。这么微小的东西,竟然如此强大、富有创造力,而且是她能以一己之力完成的产品;同时,她也在半导体实验室里悟出了一个道理:她可以不用是最聪明的,但她必须成为能解决问题的人。唯有如此,才能凸显她的价值与不同。

带着这样的信念,苏姿丰在24岁时取得了MIT电机博士学位,并投入职场,继续发挥她擅于解决棘手问题的能力。

跟团队一起突破困境,她深知:每次进步5%,比50%更好

在IBM工作时,苏姿丰有段时间负责研发铜芯片的制程,当时市场上的芯片多半以铝导线为主,但她独排众议、主张以铜来取代铝导线,这是因为铜的电阻系数要比铝低3倍,而电阻系数低,可以降低电流动所导致的原子流失。

过去弃铜而选择铝,是因为铜制程的技术尚未成熟,她要如何突破?凭着求学时期塑造出解决问题的能力,苏姿丰带领团队以SOI(绝缘层上复硅)技术突破瓶颈,这不仅解决制程时可能产生的污染,也较传统芯片的性能快了近2成。

此外,苏姿丰因促成一个重大合作项目而被称作“Video Game Technology Queen(游戏女王)”。

当时她获得了在IBM内部创业的机会,并与索尼及东芝合作,设计出“Cell微处理器(Cell Chip)”,用于PS3的游戏主机里,满足了当时有“PlayStation游戏机之父”称号的久多良木健,亟欲想突破PS2游戏主机的野心。

苏姿丰当时提出的概念是用多颗处理器共同运算,在费尽心力完成产品开发后,发现竟然是索尼PS2性能表现的1,000倍,还可同时处理3D图片跟音效,让众人大为惊艳。

比起制定高增长的目标,苏姿丰(中)认为,5%的进步幅度对团队更有建设性。

2012年,苏姿丰加入AMD、并在2014年成为CEO,面对已经失落10年的AMD,她提出了“5%Rules”,来鼓励团队持续前进。苏姿丰解释,“订出50%的增长幅度,听起来虽好,却像是在追求一个不可能的任务;如果是5%进步挑战,对团队反而比较有建设性。”

华尔街知名博客Farnam Street的作者Shane Parrish也认同这样的目标策略,他进一步指出,关键不在于要精确地完成5%目标,而是要确保个人或企业都能保持前进的动能。

这也恰好证明了自苏姿丰执掌AMD以来,她并不是在第一年就把AMD由黑翻红,而是专注选好题目、规划产品,让AMD走了3年才终止亏损。

她认为,AMD的文化是“学习的文化”。从错误其中吸取经验,不仅能让员工自主学习,也能从“比上一次更好”的期盼来自我开发。也因此,AMD可以提供比上次更好一点的服务给客户、开发比上一次性能更好一些的产品,而当这些比上一次进步一点的东西都拼凑在一起后,“就是现在你现在见到的AMD了。”

确立了组织前进的法则,接着是方向。

苏姿丰在2019年接受媒体访问时,回头看自己2014年的决策表示,AMD的强项是PC机、笔记本、数据中心的中央处理器跟计算机与游戏主机的显示芯片,即便当时市场风向正吹往手机、平板电脑,她仍选择巩固AMD的核心优势。

所以她开始着手进行产品的布局。以Zen架构为基础,画出了包括Ryzen系列台式机处理器,以及EPYC系列服务器处理器的蓝图,而且在ZEN架构第一代采用格芯(GlobalFoundries)的制程后,立刻转向台积电的怀抱,让ZEN 2架构采用7纳米制程。

就在竞争对手英特尔在制程泥淖里无法突破之际,AMD靠着台积电的加持,在去年台北国际计算机展(COMPUTEX)上大放异彩。

曾任职于德州仪器(Texas Instruments)、IBM、飞思卡尔半导体公司,苏姿丰于2012年加入超微(AMD),两年后凭着过人的领导决策、对半导体产业的专业洞察,升任AMD总裁兼首席执行官。

成功转向投入台积电怀抱,对AMD乃至于苏姿丰而言,都是个关键的决定。由于当时AMD跟格芯签有合约,但格芯的制程技术未有起色,导致AMD面临新品量产竞争力困局,若无法将两者的关系斩断,AMD将难以从泥沼脱身。

对于苏姿丰弃车保帅的决断,宏碁董事长陈俊圣大力赞誉,他认为,苏姿丰认清要转单到台积电,必须承担风险,而她也必须得到董事会的支持,让AMD断开与格芯的束缚,使有赚钱能力的AMD寻找其他代工支持。事后也证明,苏姿丰不仅有做决定的果断、开发产品的能力,能让董事会点头的说服力自然也不在话下。

拥有了技术上的支持,苏姿丰也清晰设置战场,她手下每个产品都有明确的目标。根据市调机构Mercury Research统计,X86 CPU在2020年第2季的市场占有率来到18.3%,这是AMD自2013年第4季以来的最佳表现。虽然距离竞争对手英特尔仍有一段差距,但显见以Zen架构为主的产品已经完全扭转过去Bulldozer架构的颓势。

AMD在COMPUTEX 2019举行CEO Keynote,邀请台湾供应链上台合影。

勇闯硅谷登半导体女王,她提醒:永远不要忘了做梦、冒险

苏姿丰一路在人才济济的硅谷科技圈中,过关斩将突破天花板,完成华人女性最好的成绩,背后支持的信念,或许可以从2017年苏姿丰回到母校MIT所发布的一场12分钟演说中略窥一二。

首先,她鼓励学弟妹将梦想做大(Dream Big)。她认为,不要小看自己改变世界的潜能,因为MIT已把大家训练成善于解决问题的人。

其次,不要害怕冒险,并保有学习的热忱跟吸取教训的心。如同在实验室般,当结果不如预期,研究员必须找出问题并调整,在职场上也一样,如此一来才能成为独当一面的领导者。

最重要的是,主动创造自己的运气(Luck)。她认为,成功需要一些运气,但运气并非从天而降,而是可以从挑战最棘手的问题来替自己创造。当你可以解决非常困难的问题时,同时也为自己创建了一道护城河,自然比其他人更加幸运。

2019年,相较Intel渡过50岁生日时,面临8个月群龙无首的状态,AMD则有苏姿丰的强势领军,戏剧性地威胁到Intel在CPU(中央处理器)市场50年来的主导地位,成为该年表现最佳的半导体股票。

在外界最不看好AMD的时候,苏姿丰接下这个烫手山芋,重整品牌;当竞争对手英特尔、NVIDIA(英伟达)四面环伺的时候,她看好AMD拥有称霸高性能计算(HPC)市场的设计能力,协同台积电的先进制程推出一系列产品抢市,更喊出AMD要做市场制定游戏规则的人。

如今AMD股价已经在她手上增长超过4,300%,这一切都证明了苏姿丰是如何用沉着与解决问题的能力,带领公司一步步前进。

当苏姿丰上任5年,被问到AMD的表现与下一步时,她说的留有余地地表示,这几年的表现只是开端、好戏还在后头。对她而言,没有难倒她的挑战,如同高中时遇上劲敌一般,竞争将燃起她的斗志,而拆解问题更是她乐此不疲的事,她是苏姿丰、当今地表最强悍的女性CEO。



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