# Interview: AMD CTO Papermaster | Interview: Imagination CEO Black | Where to Invest in 2020

- Show: [EE Times Current](https://hardwarepodcasts.com/podcast/ee-times-current)
- Published: 2020-01-24
- Length: 41m
- Page: https://hardwarepodcasts.com/podcast/ee-times-current/2020-01-24-interview-amd-cto-papermaster-interview-imagination-ceo-black-where-to-invest-in
- Listen: https://podcast.show/aspencore/episode/54714829/

## Summary

AMD CTO Mark Papermaster discusses the company's transition to 7nm Zen architecture, chiplet-based designs like the Threadripper 3990X, and the integration of specialized accelerators for AI workloads. Imagination Technologies CEO Ron Black explains the company's strategic pivot toward automotive graphics, ray tracing, and RISC-V cores, highlighting the resumption of its partnership with Apple. EE Times editors analyze 2020 investment trends, emphasizing that data generation from apps is driving semiconductor growth, with specific focus on memory, RF front-ends, and power infrastructure in developing economies.

## Chapters

- [0:00](https://hardwarepodcasts.com/podcast/ee-times-current/2020-01-24-interview-amd-cto-papermaster-interview-imagination-ceo-black-where-to-invest-in#t=0) Introduction: AMD, Imagination, and 2020 Investment Outlook
- [2:59](https://hardwarepodcasts.com/podcast/ee-times-current/2020-01-24-interview-amd-cto-papermaster-interview-imagination-ceo-black-where-to-invest-in#t=179) AMD's Zen Architecture, Chiplets, and 7nm Roadmap
- [9:29](https://hardwarepodcasts.com/podcast/ee-times-current/2020-01-24-interview-amd-cto-papermaster-interview-imagination-ceo-black-where-to-invest-in#t=569) Imagination Technologies, Apple Partnership, and Automotive Graphics
- [19:46](https://hardwarepodcasts.com/podcast/ee-times-current/2020-01-24-interview-amd-cto-papermaster-interview-imagination-ceo-black-where-to-invest-in#t=1186) Imagination's China Strategy, RISC-V, and Software Focus
- [25:40](https://hardwarepodcasts.com/podcast/ee-times-current/2020-01-24-interview-amd-cto-papermaster-interview-imagination-ceo-black-where-to-invest-in#t=1540) EE Times Editors on Data, Apps, and Semiconductor Investment

## Topics

- [Chips, FPGAs & semiconductors](https://hardwarepodcasts.com/topic/chips-and-fpgas)
- [AI & machine learning](https://hardwarepodcasts.com/topic/ai-and-machine-learning)
- [Policy, trade & tariffs](https://hardwarepodcasts.com/topic/policy-trade-and-tariffs)
- [Microcontrollers & dev platforms](https://hardwarepodcasts.com/topic/microcontrollers-and-platforms)
- [Industrial & consumer product design](https://hardwarepodcasts.com/topic/industrial-design)

## Most relevant to

large enterprises

## Mentioned

- AMD (company)
- Mark Papermaster (other)
- Imagination Technologies (company)
- Ron Black (other)
- Apple (company)
- Intel (company)
- Rizen 4000 (product)
- Thread Ripper 3990 X (product)
- Radion RX 5600 XT (product)
- Zen (product)
- Navi (product)
- MIPS (other)
- RISC-V (other)
- AWS (company)
- Macintosh (product)
- Motorola 68000 (chip)

## Related episodes from other shows

- [Ep. 43 | Mark Papermaster: The EE and Exec Behind Apple, IBM, Cisco, and AMD's Success](https://hardwarepodcasts.com/podcast/moores-lobby/2022-04-12-ep-43-mark-papermaster-the-ee-and-exec-behind-apple-ibm-cisco-and-amds-success) (Moore's Lobby)
- [EP 137: OpenAI + AMD, Intel Tech Touch, QCOM buys Arduino](https://hardwarepodcasts.com/podcast/the-circuit/2025-10-13-ep-137-openai-amd-intel-tech-touch-qcom-buys-arduino) (The Circuit)
- [EP 185: AMD Advancing AI, Intel Earnings and WFE Demand](https://hardwarepodcasts.com/podcast/the-circuit/2026-07-27-ep-185-amd-advancing-ai-intel-earnings-and-wfe-demand) (The Circuit)
- [Episode 5: x86 vs. Arm vs. RISC-V, Shifting from General Purpose to Specific Purpose Silicon](https://hardwarepodcasts.com/podcast/the-circuit/2023-02-06-episode-5-x86-vs-arm-vs-risc-v-shifting-from-general-purpose-to-specific-purpose) (The Circuit)
- [EP 161: TSMC Earnings, Cerebras S1, Custom Semi Rumors, Apple CEO Change](https://hardwarepodcasts.com/podcast/the-circuit/2026-04-21-ep-161-tsmc-earnings-cerebras-s1-custom-semi-rumors-apple-ceo-change) (The Circuit)

## Citing this page

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