Market Chatter: AMD Ramps Up Taiwan Partnerships to Combat CPU Supply Shortages

MT Newswires Live14:04

US-based semiconductor designer AMD is expanding production efforts with Taiwanese partners as unexpectedly strong demand tightens global CPU supply, Reuters reported Friday, citing CEO Lisa Su.

Su said the company is coordinating closely with key customers across China and other markets, with a focus on ensuring capacity can support a sharp rise in central processing unit output. She added that Taiwan remains central to global semiconductor manufacturing through firms such as Taiwan Semiconductor Manufacturing (TPE:2330), according to the report.

She described the CPU market as increasingly constrained, driven by AI inference and emerging agentic systems, and said AMD expects supply to rise quarter by quarter, with further expansion planned into 2027 and beyond, the news agency said.

(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)

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