On October 6, 2026, AMD CEO Lisa Su told reporters in Taipei that AMD planned to substantially increase chip supply in 2027, citing strong demand for AI computing. She linked the plan to expanding CPU and GPU production and securing more capacity across the supply chain.
AI demand is driving the 2027 plan
Su described the planned increase as substantial. She connected it to strong demand for AI computing and said AMD was working to expand the supply chain for CPUs and GPUs.
The 2027 increase is a forward-looking plan. It is separate from Su’s statement that AMD had already increased supply during 2026.
CPUs, GPUs, memory and wafer capacity
Su said AMD needed additional advanced-wafer capacity and was working with memory-chip manufacturers to secure supply. A wafer is a thin disc of semiconductor material used to make chips; securing capacity for advanced wafers is part of the supply-chain work she described.
Su had met with Foxconn in Taiwan and was due to meet Taiwan Semiconductor Manufacturing Company (TSMC) during her visit. These discussions sit alongside AMD’s work with memory suppliers in the broader effort to support more chip supply.
AMD is planning capacity needs three to five years ahead
Su said AMD was planning supply capacity three to five years ahead. That longer planning horizon accompanies the company’s 2027 supply plan and its stated need for additional advanced-wafer capacity.
