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Tag

lisa su

2 articles

Research & Analysis19d ago

AMD Extends Planning Horizon to 2027, Commits Tens of Billions to AI Supply Chain

CEO Lisa Su confirmed substantial 2027 capacity increases and tens of billions in global investments to meet sustained AI hardware demand, extending supplier planning windows to three to five years.

Technology20d ago

AMD Plans Major AI Chip Ramp for 2027, Racing for TSMC Capacity

CEO Lisa Su is locking down advanced wafer capacity and memory supplies to meet surging demand, but TSMC's limited output remains the bottleneck