Brief: AMD's Lisa Su: Going To Substantially Increase Our Supply In 2027

Taiwan Semiconductor Manufacturing

06/10/2026 06:00

Oct 6 (Reuters) - Advanced Micro Devices, Inc. AMD.O:
TAIPEI-AMD'S LISA SU: HAD A GREAT CONVERSATION WITH FOXCONN
TAIPEI-AMD'S LISA SU: WILL MEET TSMC LATER TODAY
TAIPEI-AMD'S LISA SU: DEMAND EVEN HIGHER THAN SUPPLY
TAIPEI-AMD'S LISA SU: BEEN ABLE TO INCREASE SUPPLY THIS YEAR, COULD DEFINITELY USE MORE
TAIPEI-AMD'S LISA SU: WE ALL KNOW MEMORY IS OVERALL SUPPLY CONSTRAINED
TAIPEI-AMD'S LISA SU: WORKING WITH MEMORY SUPPLIERS TO PLAN WITH CUSTOMERS
TAIPEI-AMD'S LISA SU: CAN SEE HIGH DEMAND FOR NEXT SEVERAL YEARS, THANK TSMC FOR BRINGING MORE CAPACITY ON BOARD
TAIPEI-AMD'S LISA SU: WE WILL KEEP BUSINESS MODEL THE WAY IT IS
TAIPEI-AMD'S LISA SU: WE NEED TO ENSURE ALL OF THE CAPACITY COMES UP AT THE SAME TIME
TAIPEI-AMD'S LISA SU:  GOING TO SUBSTANTIALLY INCREASE OUR SUPPLY IN 2027
TAIPEI-AMD'S LISA SU: AI IS INCREDIBLY GOOD FOR THE WORLD
TAIPEI-AMD'S LISA SU: THERE WILL NEED TO BE SOME WORK DONE ON AI SAFETY
TAIPEI-AMD'S LISA SU: TAIWAN SUPPLY CHAIN IS IMPORTANT TO ENTIRE SEMICONDUCTOR INDUSTRY
TAIPEI-AMD'S LISA SU: TAIWAN VERY CRITICAL FOR AMD
TAIPEI-AMD'S LISA SU: ALWAYS LOOKING AT PACKAGING INNNOVATION
TAIPEI-AMD'S LISA SU: SEE STRONG DEMAND FOR MORE COMPUTE
TAIPEI-AMD'S LISA SU: SUPERINTELLIGENCE TASK FORCE WILL BE HELPFUL FOR COORDINATION GOING FORWARD
TAIPEI-AMD'S LISA SU: OUR INVESTMENT IN TAIWAN IS ON TRACK, WILL INCREASE THAT NUMBER GOING FORWARD
Source text: [ID:]
Further company coverage: AMD.O

 (Reporting by Ben Blanchard)
 ((ben.blanchard@thomsonreuters.com;))