AMD plans to substantially increase supply in 2027, CEO says

In a recent interview, AMD CEO Lisa Su announced that the company plans to substantially increase its chip supply in 2027. This decision comes as AMD, a key competitor to Nvidia in the AI graphics processor market, experiences a surge in demand for its AI chips. The company's market value recently surpassed $1 trillion due to an AI-driven market rally.

Su's recent visit to Taiwan served the dual purpose of addressing AMD's expanding supply chain requirements and strengthening partnerships with local industry players. During her visit, she met with Foxconn and is scheduled to meet with Taiwan Semiconductor Manufacturing Company (TSMC) to discuss ramping up CPU and GPU production to meet the growing demand for AI-related products.

In addition to addressing AMD's internal supply chain needs, Su emphasized the importance of securing sufficient supplies from memory chipmakers. She made this statement ahead of her upcoming visit to South Korea, where she will meet with Samsung and SK Hynix, two leading memory chip manufacturers.

When asked about potential investment discussions between TSMC and AMD, Su did not provide a direct answer. However, she did state that AMD requires additional advanced wafer capacity to meet the strong demand for its products. AMD is now planning its supply strategy three to five years in advance to ensure it can meet this high demand.

Su also addressed the broader implications of AI technology, praising its potential to benefit the world while urging companies to remain cautious about the associated risks. She highlighted the importance of collaboration among leading technology companies in order to ensure the safe development and deployment of AI and superintelligence technologies. Last week's AI summit between US President Donald Trump and technology executives is seen as a significant step in fostering such collaboration.