AMD plans to substantially increase its AI chip supply in 2027, CEO Lisa Su said Tuesday during a Taiwan visit aimed at shoring up the company's production roadmap. The U.S. chipmaker is racing to expand capacity as demand for AI processors accelerates.
Su met with Foxconn and is scheduled to meet with TSMC as part of broader supply-chain discussions. AMD requires additional advanced wafer capacity—the critical constraint facing all AI chip designers—to meet demand expected over the next three to five years. The company is now planning that far ahead to secure node availability, Su said.
AMD's market value recently topped $1 trillion on an AI-driven rally, positioning it as Nvidia's closest rival in AI accelerators. That valuation carries an implicit promise: the company must deliver volume at scale. Su's Taiwan meetings reflect the brutal reality of the AI era—silicon supply, not chip design, is now the limiting factor.
The company is also coordinating with memory chipmakers to ensure sufficient DRAM and HBM supplies. Su is scheduled to visit South Korea later Tuesday to meet with Samsung and SK Hynix, the two dominant suppliers of high-bandwidth memory critical for AI inference.
When asked whether TSMC had discussed its potential Texas investment with AMD, Su declined to comment directly but reiterated the need for more advanced wafer capacity globally. TSMC's U.S. buildout, announced separately, signals the geopolitical tension around semiconductor supply chains—but does not immediately solve the near-term capacity crunch AMD faces.
Su also weighed in on AI safety. She called for coordination among technology companies and cited last week's AI summit between President Trump and tech executives as a critical step. Companies at the summit agreed to work with independent auditors to assess whether AI systems operate as intended by their designers, an agreement Trump posted on his social media platform.
