Global Market: AMD to Increase AI Chip Supply Substantially in 2027 to Meet Rising Demand
Lisa Su said AMD is working with suppliers to secure more memory and wafer capacity as the company extends its planning horizon to three to five years.
- On Tuesday, AMD CEO Lisa Su announced plans to increase investment in Taiwan's supply chain beyond the previously announced $10 billion to meet soaring demand for AI-driven processors.
- Booming demand for CPUs and GPUs prompted AMD to extend its planning horizon with partners from two years to five, as the firm works to secure sufficient advanced wafer capacity.
- Su visited Taiwan on Tuesday to coordinate with local partners Foxconn and TSMC, while preparing to visit South Korea to discuss supply security with memory giants Samsung and SK Hynix.
- Emphasizing the region's role, Su stated, "There's no question, Taiwan is absolutely critical to the semiconductor supply chain and very, very critical for AMD," while encouraging supplier diversification.
- AMD expects to "substantially increase" supply in 2027, while Su urged technology companies to coordinate on AI safety, describing a recent summit between President Donald Trump and tech executives as significant.
27 Articles
27 Articles
AMD plans to significantly increase chip supply in 2027 as the US chipmaker tries to meet rapidly growing demand from the artificial intelligence (AI) sector, CEO Lisa Su said on Tuesday. AMD, Nvidia's closest rival in AI graphics processors, has been rapidly expanding its AI chip business, with a market value recently exceeding $1 trillion amid a surge in AI-driven growth. "We have managed to increase supply in 2026 and will increase it signifi…
AMD to Substantially Increase Chip Supply in 2027 as AI Demand Remains Strong
AMD plans to substantially increase AI chip supply in 2027 as demand remains strong, with CEO Lisa Su citing longer-term capacity planning and expanded work with manufacturing and memory partners.
The Economic Times
Times of IndiaGlobal Market: AMD to increase AI chip supply substantially in 2027 to meet rising demand
AMD plans to substantially increase chip supplies in 2027 as demand for AI processors accelerates. CEO Lisa Su is working with key suppliers in Taiwan and South Korea to expand manufacturing and secure advanced wafer and memory capacity.
Memory chips are currently scarce worldwide. The US semiconductor manufacturer AMD wants to ensure the supply and expands its production.
AMD plans to substantially increase supply in 2027, CEO says
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