United States · Business news · AI & Tech · 06 Oct 2026
AI: Chips and hardware · AMD · TSMC · Samsung Electronics — more AI news
AMD chief executive Lisa Su told reporters in Taipei on October 6 that the company raised its supply through 2026 and plans a substantial further increase in 2027. She said demand looks very high for the next several years, that AMD is planning its wafer needs three to five years ahead and that it needs more advanced manufacturing capacity. Su met Foxconn, was due to meet TSMC, and was travelling on to South Korea, home of memory makers Samsung and SK Hynix. She did not comment on reports that TSMC is weighing an investment in Texas.
AMD's sales of AI processors are limited by how many advanced wafers, packaging slots and memory chips it can secure, not by orders, so supply commitments are what turn demand into revenue. More AMD volume means more business for TSMC (wafers), Foxconn (server assembly) and Samsung and SK Hynix (high-bandwidth memory), and more competition for Nvidia in graphics processors. The report puts AMD's market value above $1 trillion; it gives no figure for the planned increase.
Reported by Reuters via Investing.com — “AMD plans to substantially increase supply in 2027, CEO says” ↗ on 06 Oct 2026.
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