On October 6, 2026, in Taipei, AMD CEO Lisa Su says the company plans to substantially increase chip supply in 2027. She connects the plan to AI demand and AMD’s need for more advanced-wafer capacity.
AMD plans a substantial supply increase in 2027
Su characterizes the planned increase as substantial. She discusses CPU and GPU production in the context of scaling AMD’s supply chain for AI demand.
Demand outpaced AMD’s increased 2026 supply
Su says AMD increased its supply and capacity during 2026, while demand remained higher than supply. She forecasts very high demand for the next several years. Separately, she describes AMD’s planning horizon as three to five years.
Advanced-wafer capacity and supplier planning
Su says AMD needs more advanced-wafer capacity: the ability to manufacture chips using advanced silicon wafers. During her Taiwan visit, she met with Foxconn and had a meeting with TSMC scheduled. She also says AMD is working with memory-chip manufacturers to secure adequate supply.
