AMD Plans Substantial Chip Supply Increase in 2027 to Meet AI Demand, CEO Lisa Su Says in Taipei
AMD CEO Lisa Su said the company will substantially increase chip supply in 2027, is meeting partners including Foxconn and TSMC, and is planning three to five years ahead for advanced wafer capacity.
Advanced Micro Devices plans a substantial increase in chip supply in 2027 as demand for artificial intelligence hardware remains strong, Chief Executive Lisa Su said Tuesday in Taipei, according to Reuters.
Su told reporters that AMD increased supply through 2026 and expects a much larger step up next year. Her Taiwan trip is aimed at making sure the company’s supply chain can expand production of both central processors and graphics processors used in AI systems.
Meetings across the supply chain
Su said she has met Foxconn and is scheduled to meet TSMC during the visit. AMD is also coordinating with memory suppliers ahead of a trip to South Korea, home to Samsung and SK Hynix, according to Reuters.
Asked about possible TSMC investment in Texas, Su did not answer directly. She said AMD will need more advanced wafer capacity, describing demand over the next several years as very high and saying the company is now planning three to five years ahead. Reuters previously reported that TSMC is evaluating a potential Texas investment.
AI growth paired with safety warnings
Su said AI can benefit the world but warned that companies must stay mindful of risks and cooperate on safety. She pointed to last week’s AI summit between President Donald Trump and technology executives as an important step, according to Reuters.
AMD is Nvidia’s closest rival in AI graphics processors and has been expanding rapidly during the AI-driven rally, with its market value recently topping $1 trillion.
Reporting based on coverage by Reuters.
