AMD plans a substantial 2027 chip-supply increase as Lisa Su cites sustained AI demand and the need for more advanced wafer and memory capacity

What changed

AMD CEO Lisa Su said in Taipei on October 6 that the company plans to substantially increase chip supply in 2027 to meet sustained AI demand. She said one goal of the trip was to ensure the CPU and GPU supply chain can ramp with partners including Foxconn and TSMC, followed by discussions with memory suppliers in South Korea such as Samsung and SK Hynix. AMD also expects to need more advanced wafer capacity and is planning three to five years ahead. This is a supply-chain and capacity update rather than the launch of a new AI GPU.