AMD will substantially increase its chip supply in 2027, CEO Lisa Su told reporters in Taipei on Tuesday, while admitting that demand is still running ahead of what the company can ship. Su is on her third trip to Taiwan this year, meeting partners such as Foxconn, Quanta, Acer, and ASUS, with TSMC also on the schedule. She is reportedly heading to South Korea later this week to sit down with memory suppliers Samsung and SK Hynix.
Here's what she said: We've been able to increase our supply as we've gone through 2026, and we're going to substantially increase our supply in 2027, but we can definitely use more. There's very, very high demand for the next several years. We can see very high demand, and so we need more advanced wafer capacity.
Su didn't put a number on the increase, so it's hard to say how much relief can be expected. She did say that AMD now plans capacity three to five years ahead, up from one to two years before, and that the company needs more advanced wafer capacity. Interestingly, she singled out CPUs when describing demand, so the shortage is apparently wider than AI accelerators.
Supply won't depend on wafers alone, however. Su called Co Wo S and advanced packaging absolutely critical for AMD's high-performance chips, and the company committed more than $10 billion to its Taiwan supply chain in May, a figure she now says will grow. However, there's no word on whether any of the extra supply will reach consumer Ryzen or Radeon products.
Source: TechPowerUp News · Summarized by HeadlinesBriefing