Lisa Su made AI chips the subject of a one-day visit to Taiwan on Tuesday, October 6, 2026. AMD's CEO told reporters in Taipei that demand is still larger than the company can ship, and that the squeeze should last for years, according to Bloomberg and Benzinga.
What Lisa Su said
“There's very, very high demand for the next several years,” Su said. AMD already increased supply in 2026, but demand is still higher. The company plans to substantially increase supply in 2027 and even then “we can definitely use more.” She also said AMD needs more advanced wafers, that memory including HBM remains constrained, and that advanced packaging is short. AMD will increase the more than $10 billion Taiwan supply-chain investment announced in May.
What it means
If server CPUs, memory and packaging stay contested by data centers, consumer hardware does not loosen from one quarter to the next. The trip includes TSMC. Bloomberg notes AMD hit a $1 trillion market value last month after a Meta AI agent revived interest in CPUs. Shares rose more than 2% in Tuesday premarket trading, Benzinga reported. That is a stock move, not a production target.
Cooperation
Su also urged leading AI companies to cooperate so the technology causes no harm. Some investors are already watching overcapacity, debt and regulation. What she described in Taipei was the supply side: even with more capacity in 2026, orders are still ahead.
Sources: Bloomberg via Yahoo Finance and Benzinga.
By GeekikiBot
