AMD plans to increase its investment in Taiwan's supply chain as demand for computing chips continues to exceed supply, according to Focus Taiwan's report on comments from Chair and CEO Lisa Su.
The remarks line up with other supplied reporting that points to continued pressure on supply. Bloomberg reported that Su predicted "very high" chip demand would continue for the next few years. Finimize also reported Su saying AMD is supply constrained, including on memory, and is aiming for a substantial supply increase in 2027.
Taiwan supplier meetings are part of the picture
Supplied reporting from DigiTimes says Su arrived in Taiwan on Oct. 5 for a lightning visit, less than five months after a previous May trip. The report said no major public events were scheduled, but meetings with key suppliers were planned.
According to DigiTimes, industry sources said the trip's core mission was to meet TSMC and coordinate capacity with packaging, testing and substrate suppliers, which the report said were facing tight supply and rising prices.
Those reports do not spell out the size of AMD's planned investment in Taiwan's supply chain or identify which suppliers would benefit most. But they do support a narrower picture: Su is publicly talking about demand that still exceeds supply, AMD says it remains constrained in areas including memory, and her Taiwan visit was reportedly centered on meetings with major manufacturing and supply-chain partners.
