AMD plans to substantially increase its supply of chips in 2027 as the US semiconductor giant moves to capitalise on surging demand for processors used in artificial intelligence systems, Chief Executive Officer Lisa Su said on Tuesday.
Su said AMD had already increased its chip supply during 2026 and would accelerate that expansion next year as demand for AI computing continues to rise.
"We've been able to increase our supply as we've gone through 2026, and we're going to substantially increase our supply in 2027," Su told reporters in Taipei.
The comments come as AMD seeks to strengthen its position in the rapidly expanding AI chip market, where it is competing most closely with Nvidia, the dominant supplier of graphics processors used to power many AI systems.
AMD's market value has recently surpassed $1 trillion as investors have continued to pour money into companies positioned to benefit from the global AI boom.
Taiwan visit focused on supply chain
Su's visit to Taiwan is aimed in part at ensuring that AMD's supply chain can expand production of both central processing units and graphics processing units as demand for AI infrastructure accelerates.
During the visit, she met executives from Foxconn and was scheduled to meet Taiwan Semiconductor Manufacturing Company, the world's largest contract chipmaker.
Su said AMD was working with its manufacturing partners to prepare for what she described as sustained demand for AI processors.
The company is also engaging closely with memory-chip manufacturers to secure adequate supplies, she said.
The comments came ahead of Su's planned visit to South Korea, home to major memory-chip producers Samsung Electronics and SK Hynix.
AMD seeks more advanced wafer capacity
Asked whether TSMC had discussed a possible investment in Texas with AMD, Su did not directly answer the question.
She instead stressed that AMD would need additional advanced wafer capacity to satisfy demand expected over the coming years.
"There's very, very high demand for the next several years. We can see very high demand, and so we need more advanced wafer capacity," Su said.
She added that AMD was now planning its production requirements three to five years ahead, reflecting the long lead times and enormous capital requirements involved in expanding advanced semiconductor manufacturing.
TSMC's potential expansion in the United States has attracted considerable attention as Washington seeks to encourage more semiconductor production domestically. Reuters reported last week that TSMC was evaluating a potential investment in Texas.
For AMD, securing enough manufacturing capacity will be critical as it attempts to increase its share of the lucrative AI accelerator market and meet orders from customers building large-scale data centres.
Su cautions on AI risks
While highlighting the enormous commercial potential of artificial intelligence, Su also urged the technology industry to remain attentive to the risks associated with increasingly powerful AI systems.
She said AI could be "incredibly good for the world" but stressed that companies needed to work together on safety as the technology advances.
Su also pointed to the importance of cooperation among major technology companies as AI systems become more sophisticated and development moves towards what she described as superintelligence.
She characterised last week's AI summit between US President Donald Trump and technology executives as an important step towards greater coordination within the industry.
According to a copy of the agreement posted by Trump on his social media platform, companies attending the meeting agreed to work with "independent auditors" to determine whether AI systems are functioning as intended by their designers.
The development reflects the growing debate within the technology industry over how to balance rapid AI development with safeguards designed to limit potential risks.
For AMD, however, the immediate challenge remains meeting the extraordinary demand generated by the AI boom. Su's comments indicate that the company expects that demand to remain strong for years, requiring greater chip production, expanded manufacturing capacity and tighter coordination across its global supply chain.