• AMD CEO Lisa Su is expected to attend President Trump's event at the White House Rose Garden on Monday, according to a Fox Business reporter.
  • The meeting signals a potential policy discussion on AI and semiconductor competitiveness.
  • AMD's engagement with the White House could influence trade and export control policies.

Rose Garden Invitation

Lisa Su, chief executive of Advanced Micro Devices Inc., is slated to attend an event hosted by President Donald Trump at the White House Rose Garden on Monday, according to people familiar with the matter. The gathering, which Trump has promoted as a gathering of business leaders, is expected to focus on economic policy and technology competitiveness.

A spokesperson for AMD declined to comment on the specifics of the meeting, and the White House did not immediately respond to a request for confirmation. Fox Business reporter Edward Lawrence first reported the news.

The invitation underscores the semiconductor industry's growing importance in U.S. policy discussions, particularly around artificial intelligence and supply chain resilience.

Industry and Political Context

The event comes as the Biden administration's CHIPS Act has spurred domestic chip manufacturing, but Trump has criticized the law and proposed alternative incentives. Su's attendance could signal AMD's willingness to engage with both parties on issues like export controls, research funding, and trade policy toward China.

AMD has been a key beneficiary of the AI boom, with its MI300X accelerators competing with Nvidia (NVDA)'s chips for data-center workloads. The company's stock has surged over the past year, though recent market volatility has tempered gains.

Analysts Weigh In

"It's a smart move for Su to have a seat at the table," said Stacy Rasgon, an analyst at Bernstein. "Whether it yields concrete policy changes or not, it positions AMD as a constructive partner."

Other tech executives, including Apple's Tim Cook and Google's Sundar Pichai, have previously attended White House events, though the guest list for Monday's event is not yet public.

Implications for Policy

The meeting could touch on issues ranging from AI regulation to semiconductor export controls. Trump has previously signaled a tough stance on China, which could affect AMD's sales in the region. Meanwhile, AMD has been expanding its supply chain in the U.S. and Europe to mitigate geopolitical risks.

Investors will be watching for any announcements or statements from the White House following the event.

Correction: An earlier version of this article misstated the date of the event. It is Monday, not Tuesday.