AMD plans to substantially increase supply in 2027, CEO says

Taipei, Oct 6 - AMD CEO Lisa Su announced on Tuesday that the US chipmaker plans to substantially increase its chip supply in 2027, driven by surging demand for artificial intelligence. AMD, a close rival to Nvidia in AI graphics processors, has seen its market value surpass $1 trillion amid the AI-driven boom. Su, during her visit to Taiwan, emphasized the importance of ramping up CPU and GPU production to meet the growing AI demand.

She met with Foxconn and is scheduled to meet with Taiwan Semiconductor Manufacturing Company (TSMC) as part of her dialogues with local partners. AMD is also collaborating closely with memory chipmakers to ensure adequate supplies, particularly as South Korea hosts the leading memory companies, Samsung and SK Hynix. When asked about potential investment in Texas by TSMC, Su did not provide a direct answer but clarified that the company would require additional advanced wafer capacity to accommodate the strong demand projected for the next several years.

AMD is planning three to five years ahead, Su revealed. While acknowledging the immense potential of AI for the world, Su cautioned companies about the associated risks and stressed the need for collective efforts on AI safety. She described the recent AI summit between US President Donald Trump and technology executives as a significant step, as companies attending the meeting pledged to work with independent auditors to verify that AI systems function as intended by their designers.