AMD plans to sharply increase chip supply in 2027 as AI demand keeps devouring CPUs, GPUs, and advanced wafer capacity.
According to Reuters, AMD chair and chief executive Lisa Su said supply had already increased through 2026, but next year’s ramp will be considerably larger.
“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,” Su told reporters in Taipei.
AI infrastructure spending is still shovelling money into accelerators, processors and memory, while everyone in the supply chain insists there is somehow never quite enough silicon to go around.
AMD has been expanding its AI accelerator business as it chases Nvidia, with investors rewarding anything carrying the letters AI with the sort of enthusiasm once reserved for dot-com domain names.
Su said one reason for her Taiwan trip was making sure AMD’s supply chain can increase CPU and GPU production quickly enough to meet demand.
She has met Foxconn and is due to hold talks with TSMC as AMD tries to lock down the manufacturing capacity needed for its next generation of silicon before rivals grab it first. Su said AMD is working closely with suppliers before travelling to South Korea, home to Samsung and SK Hynix.
Both Korean giants are critical as AI systems inhale high-bandwidth memory alongside the accelerators doing the expensive arithmetic.
Asked whether TSMC had discussed a possible Texas investment with AMD, Su sidestepped the detail and pointed instead to increasingly tight advanced wafer supply.
“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 said.
AMD is now planning supply three to five years ahead, which is a long way from the quaint old semiconductor model of building chips and then finding customers for them. Reuters reported last week that TSMC was considering a possible investment in Texas as customers scramble for more leading-edge production.
Su said AI could be “incredibly good for the world” but warned that companies need to consider the risks and cooperate on safety as systems become more capable.
She pointed to last week’s AI summit between US President Donald Trump and technology executives, where participating companies agreed to work with independent auditors assessing whether AI systems behave as their designers intended.
