AMD Chair and CEO Lisa Su said on Tuesday that the company plans to further increase chip supply in 2027 as it works to meet demand for artificial intelligence hardware.
Su stated, "As we move through 2026, we have been able to increase supply, and in 2027 we will significantly increase supply, but we definitely need more." She told reporters that she had already held meetings with Acer, Asustek, Foxconn, and Quanta Computer, and planned to travel to Hsinchu later that day to meet with TSMC and other suppliers.
Su said a core purpose of the visit was to ensure that supply chain partners can expand capacity for CPUs, GPUs, and other AI computing products. She also said that AMD is increasing its investment in the supply chain beyond the $10 billion commitment announced in May, driven by continued growth in demand for computing hardware. She did not disclose the new investment amount.
Su noted that surging demand has prompted AMD and its partners to extend planning cycles from the past one to two years to three to five years, so that supply chain capacity can be coordinated and expanded. "Demand is very, very high for the next few years," she said, adding that AMD will need more advanced wafer capacity to meet demand.
When asked whether AMD and TSMC had discussed a potential investment in Texas, Su did not answer directly. She said TSMC's Arizona facility has performed very well for AMD. According to reports, TSMC is currently evaluating a potential investment in Texas.
Su said memory chip supply across the market remains tight. She noted that AMD is coordinating with suppliers and customers on memory demand, covering both high-bandwidth memory chips used in AI servers and traditional memory chips used in CPUs and personal computers. Su also planned to travel to South Korea later that day for talks with memory chip manufacturers. South Korea is home to two major memory chip makers, Samsung Electronics and SK Hynix.
Su also confirmed that the Helios AI platform began shipping in the third quarter as planned, with shipments expected to continue growing in the coming quarters. AMD's second-quarter data center revenue reached $6.7 billion, up 107% year over year, mainly driven by growth in EPYC processor and Instinct GPU sales. Amid the AI boom that has pushed up stock prices, AMD's market capitalization recently surpassed $1 trillion.
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