Overview
- AMD CEO Lisa Su said on Tuesday that demand for AI chips is running ahead of the semiconductor industry's ability to produce them and that AMD is currently supply constrained.
- The company told reporters it will substantially increase chip supply in 2027 as its primary near‑term response to the surge in AI demand.
- AMD identified memory production and limited advanced wafer and fab capacity as the main bottlenecks that can stop finished processors from shipping.
- To secure parts and capacity the company has met with Foxconn, plans talks with TSMC, is visiting memory suppliers in South Korea, and has kept a multi‑billion dollar Taiwan commitment in place to expand packaging and fabrication.
- Industry reports say some server CPU lines are sold out through 2027 with orders pushed into 2028, a backlog that could continue if agentic AI workloads keep accelerating and outpacing the planned 2027 ramp.