Report
AMD plans to increase Taiwan supply-chain investment as chip demand outpaces supply
Focus Taiwan reports that AMD’s $10 billion investment announced in May is on track, but CEO Lisa Su gave no figure for the planned increase.
TLDR
Focus Taiwan reports that AMD CEO Lisa Su plans to invest more in Taiwan’s supply chain as demand for CPUs, GPUs and other AI computing products exceeds supply. Su said a $10 billion investment announced in May is on track but did not specify how much more AMD would invest. She said AMD plans to substantially increase supply in 2027 and will keep working with suppliers rather than invest directly in manufacturing capacity.
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