Key Moments
- AMD CEO Lisa Su said the company plans to “substantially increase” chip supply in 2027 after scaling capacity through 2026.
- Su is in Taiwan to coordinate with partners, including Foxconn and TSMC, on expanding CPU and GPU production for AI workloads.
- AMD is planning three to five years ahead as it seeks more advanced wafer and memory capacity to support sustained, “very, very high” AI-related demand.
AMD Outlines Multi-Year Supply Expansion
TAIPEI, Oct 6 (Reuters) – Advanced Micro Devices (AMD) is preparing a significant ramp-up in chip output in 2027 as it works to keep pace with accelerating demand driven by artificial intelligence applications, Chief Executive Officer Lisa Su said on Tuesday.
The U.S. semiconductor company, which competes closely with Nvidia in the market for AI-focused graphics processors, has been scaling its AI chip operations. Its market capitalization has recently surpassed $1 trillion amid a rally in AI-related stocks.
“We’ve been able to increase our supply as we’ve gone through 2026, and we’re going to substantially increase our supply in 2027,” Su told reporters in Taipei.
Focus on Strengthening the Supply Chain
Su noted that a key objective of her visit to Taiwan is to verify that AMD’s supply chain can support higher volumes of central processing units (CPUs) and graphics processing units (GPUs) to satisfy growing AI requirements.
As part of these efforts, she has already met with Foxconn and is scheduled to hold discussions with Taiwan Semiconductor Manufacturing Company (TSMC), along with other local partners, to align on future capacity needs.
Strategic Partnerships and Capacity Needs
Su said AMD is collaborating closely with memory manufacturers to secure adequate component availability. Her remarks came ahead of a planned trip to South Korea later on Tuesday. South Korea is home to major memory producers Samsung and SK Hynix.
When asked whether TSMC had discussed a possible investment in Texas with AMD, Su did not provide a direct response. Instead, she emphasized that AMD will require additional advanced wafer capacity to satisfy ongoing demand.
“There’s very, very high demand for the next several years. We can see very high demand, and so we need more advanced wafer capacity,” Su said, adding that AMD was now planning three to five years ahead.
Reuters reported last week that TSMC is evaluating potential investment in Texas.
AI Opportunities and Risk Management
Su also addressed the broader implications of artificial intelligence, saying AI could be “incredibly good for the world” while stressing that companies must remain aware of associated risks and collaborate on safety measures.
She said coordination among leading technology companies would be important as AI and superintelligence advance, describing last week’s AI summit between US President Donald Trump and technology executives as an important step.
Companies attending the meeting agreed to work with “independent auditors” to assess whether AI systems are operating as intended by their designers, according to a copy of the agreement posted by Trump on his social media platform.
Summary of AMD’s Capacity and Partnership Strategy
| Area | Details |
|---|---|
| Supply trajectory | Increased supply through 2026, with a plan to “substantially increase” supply in 2027 |
| Key partners in Taiwan | Meetings with Foxconn and scheduled talks with TSMC and other local partners |
| Memory strategy | Working closely with memory chipmakers; upcoming visit to South Korea |
| Capacity planning horizon | Planning three to five years ahead to address “very, very high” AI-driven demand |
| Advanced wafer capacity | Additional advanced wafer capacity needed to support strong demand |
| AI governance | Support for coordination on AI safety and use of “independent auditors” for system evaluations |
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