AMD CEO Lisa Su said demand for the company's chips is higher than its supply. She made the remarks to reporters in Taipei on Tuesday, October 6, 2026, during a trip to meet supply chain partners.
Her stops include Foxconn and Taiwan Semiconductor Manufacturing Co. (TSMC). Su expects strong demand to last for several years. She also urged leading AI firms to cooperate on safety as the technology spreads
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AMD raised its output in 2026, but demand still runs ahead. Su said the company plans to increase supply substantially in 2027 and could still use more. She said AMD needs "more advanced wafer capacity" and is now planning three to five years.
Memory remains tight across the industry, including the high-bandwidth memory used in AI servers.
Su also said a USD 10 billion Taiwan investment announced in May is on track. She did not say how much more AMD will spend. The company plans to work with its suppliers rather than build factories itself.
On AI safety, Su said the technology is incredibly good for the world. She does not believe AI will harm people, but she wants the industry to act together. In her words, the key is to work together as an ecosystem.
She called the Trump administration's new Super Intelligence Force an important step. Her goal is AI that is both capable and safe.
The comments show how tight the chip market remains. AMD is growing its AI business and competes mainly with Nvidia. It expects its Helios rack-scale AI systems to keep that momentum going.
For customers, short supply can mean longer waits and higher prices for AI servers. For investors, it points to steady demand but also to a limit on how fast AMD can grow. The company's ability to secure wafers from TSMC and memory from other suppliers will shape its results over the next few years.