Memory supply remains a widespread constraint, prompting AMD to coordinate directly with component providers and customers to align capacity. Su credited TSMC for expanding production capacity and announced plans to increase investments in Taiwan, which she described as critical to operations. The company will maintain its current business model while exploring new packaging technologies.
Tuesday, October 20, 2026
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AMD Plans Substantial Compute Supply Boost in 2027
Tech15 days ago
Demand for high-performance computing currently exceeds available inventory at AMD, leading the company to target an expanded production ramp-up. CEO Lisa Su stated during an event in Taipei that the chipmaker will substantially increase its supply in 2027 to address a shortage that she expects to persist for several years. While AMD boosted output this year, Su noted that further gains are still required to satisfy customer needs.
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