LISA SU

AMD CEO Lisa Su joined CNBC's Jim Cramer on Wednesday to talk about the company's PC sales, the data center market and more.

Here's how the CNBC Investing Club is thinking about its semiconductor holdings after another industry player, Micron, was downgraded to a sell.

Expedia's Peter Kern and Warner Bros.

Pay packages for the women who run S&P 500 companies jumped in 2021 as the economy recovered and stock prices and profits soared.

"In technology, it's all about making the right bets and the right decisions as to where technology is going," AMD's Lisa Su said Friday.

AMD has been riding a surge in PC and electronics sales over the past two years.

Jim Cramer's Charitable Trust is trimming its position in this semiconductor stock.

AMD is in the process of taking market share from market leader Intel as cloud providers like Microsoft, Amazon and Google buy its chips to run their services.

AMD has benefitted from a surge in electronics sales as its central processors and graphics processors power PCs, servers, and game consoles.

The shortage of semiconductor chips that has hamstrung the automotive and electronic industries may not be over next year, Marvell Technology CEO says.

The president has named academics from UT and A&M, as well an Austin CEO, to his science and technology advisory council.

Manufacturing plants that were planned last year will likely start producing chips in the coming months, helping to alleviate shortages for PC parts.

Most of the women running the biggest U.S. companies saw their pay increase last year, even as the pandemic hammered the economy and many of their businesses.

Paycom Software’s Chad Richison and Advanced Micro Devices’ Lisa Su are among the top paid CEOs in the S&P 500 index.

"I think AMD still has a ton of upside. "At these levels, I think the stock's a steal." Xilinx shares surged more than 8% to close at $124.35 Tuesday. AMD said earlier this year that data center sales could account for 30% of its business in the next three years. The data center made up 15% of sales last year.

AMD and Xilinx is a huge tie-up in a season of massive buyouts for the semiconductor industry. Xilinx stockholders will receive 1.7234 shares of AMD stock for each Xilinx share they hold, or approximately $143 per share of Xilinx stock. AMD stockholders will own about 74% of the combined company, with Xilinx stockholders owning approximately 26%. AMD CEO Dr. Lisa Su will lead the combined company as CEO. The deal is expected to close by the end of next year, but still needs approval from regulators and shareholders of both companies.

Change from last year: 338%Her pay vs typical company worker: 604 times, up from 165Overall ranking: No. Virginia M. RomettyIBM$19.1 millionChange from last year: 9%Her pay vs typical company worker: 354 times, up from 319Overall ranking: 57___5. David ZaslavDiscovery$45.8 millionChange from last year: -65%His pay vs typical company worker: 578 times, down from 1,511Overall ranking: No. Shantanu NarayenAdobe Inc.$39.1 millionChange from last year: 38%His pay vs typical company worker: 266 times, up from 200Overall ranking: No. Larry J. MerloCVS Health$36.5 millionChange from last year: 66%His pay vs typical company worker: 790 times, up from 618Overall ranking: No.

The 4.1% rise in median pay was a slowdown for S&P 500 CEOs, who had seen their pay jump 7.2% the year before and by even more in earlier years. SAY ON PAYThe slowdown in CEO pay across the S&P 500 is partly due to the increased voice investors have gotten on the subject, shareholder advocates say. The S&P 500 lost as much as a third of its value earlier this year, when worries about the recession were at their peak. Corporate profits, another key measure for CEO pay, are also expected to crater. Across the S&P 500, earnings per share will likely sink 33% this year, strategists at Goldman Sachs say.

FILE - In this May 1, 2019 photo, Lisa Su, president and CEO of AMD, attends the opening bell at Nasdaq, in New York. Pay for women was up 2.3% from last year, looking at the median; the median change for men was 5.4%. The gain was driven primarily by rewards for performance, including $53 million in stock awards and $3 million in stock options, which vest over several years. To calculate CEO pay, Equilar adds salary, bonus, perks, stock awards, stock option awards, deferred compensation and other pay components that include benefits and perks. Stock awards can either be time-based, or performance-based, meaning the CEO has to meet certain goals before getting them.

Excluding certain items, 32 cents per share, vs. 31 cents per share as expected by analysts, according to Refinitiv. Revenue: $2.13 billion, vs. $2.11 billion as expected by analysts, according to Refinitiv. Revenue growth for the 2019 fiscal year, at $6.73 billion, was up 4%. The revenue forecast was below the $1.86 billion Refinitiv revenue consensus. For the 2020 fiscal year AMD sees 28% to 30% revenue growth and a 45% gross margin, excluding certain items.

TradingAnalysis.com founder Todd Gordon said Thursday the charts are pointing to an even bigger rally for AMD. On a daily chart of AMD, Gordon emphasized that a "well-established uptrend" suggests there's more room to run for the stock. Su's tenure as CEO has actually strengthened the stock's fundamentals, Sanchez said. "They had solid Q3 2019 numbers with 9 percent growth and they are expected to continue to take market share away from Intel." Shares trade at 42 times forward earnings, more than twice the multiple on the S&P 500.

The escalating trade war has taken a sledgehammer to tech stocks. That sell-off has uncovered opportunities in the space, according to Paul Meeks, lead portfolio manager of WIREX fund. "This is an interesting play, because they got splattered a couple days ago on their quarterly conference call," said Meeks. Meeks also likes tech stocks exposed to 5G adoption, a transition he expects to happen faster than many anticipate. I think that gap in fundamentals is going to be closed in about probably six to nine months," said Meeks.