AMD CEO Lisa Su says the company plans to "substantially increase" supply in 2027 and needs "more advanced wafer capacity", as she meets Foxconn and TSMC

AMD commits to expanding chip production capacity, signaling a move to meet projected demand and potentially stabilize pricing on next-generation products.

AMD CEO Lisa Su stated that the company intends to significantly boost its chip supply by 2027. This plan requires securing more advanced wafer manufacturing capacity. Su met with Foxconn and TSMC, key players in the semiconductor supply chain, to discuss these future needs. She anticipates continued "very high" demand for AMD's chips over the next few years, despite broader industry concerns, including those related to AI safety.

Su's emphasis on "more advanced wafer capacity" points to a strategic focus on cutting-edge manufacturing processes, likely to support the development and production of next-generation AI accelerators and high-performance computing chips. The need for increased supply by 2027 suggests a long-term commitment to competing in a market expected to grow substantially, driven by AI adoption.

The discussions with Foxconn and TSMC are critical for securing the foundational elements of AMD's production strategy. This proactive approach to capacity planning, even several years out, indicates AMD's ambition to secure a larger market share and avoid the supply constraints that have plagued the industry. It also suggests a desire for more control over its manufacturing destiny.