AMD to Substantially Increase Chip Supply in 2027 as AI Demand Remains Strong

The chipmaker is extending production planning to three to five years and working with partners in Taiwan and South Korea to secure wafers, memory and manufacturing capacity

AMD CPU — AMD plans to significantly increase chip supply in 2027 as CEO Lisa Su says the company works to meet strong demand for AI hardware (representative image) Unsplash - Olivier Collet

AMD plans to substantially increase chip supply in 2027 as it works to meet strong demand for artificial intelligence hardware, chief executive Lisa Su said. The company has already increased supply during 2026 but expects to expand it further next year.

'We've been able to increase our supply as we've gone through 2026, and we're going to substantially increase our supply in 2027,' Su told reporters in Taipei on 6 October.

Su said AMD has extended its planning horizon with partners from one or two years to three to five years as it prepares for high demand over the next several years and seeks additional advanced wafer capacity.

The chief executive is visiting Taiwan to meet manufacturing and supply-chain partners. AMD is working with manufacturing partners to increase central processing unit (CPU) and graphics processing unit (GPU) supply. The company is also working with memory-chip suppliers to secure sufficient supplies, while Su said AMD needs additional advanced wafer capacity to meet demand.

The comments underline the scale of the challenge facing chipmakers as AI companies continue to invest heavily in computing infrastructure.

AMD Extends Production Planning to Three to Five Years

Su said AMD's Taiwan visit was partly intended to ensure its manufacturing partners can increase CPU and GPU production to meet growing AI demand. She has met with Foxconn and is due to meet Taiwan Semiconductor Manufacturing Co. (TSMC) as part of discussions with local partners.

AMD also announced more than $10 billion in investments across Taiwan's semiconductor ecosystem in May to expand strategic partnerships and scale advanced packaging capabilities for AI infrastructure. The company said the investments would support silicon, packaging and manufacturing technologies for next-generation AI systems.

AMD Gigabyte GPU — AMD is working with manufacturing partners to increase its CPU and GPU supply (representative image) Unsplash - Ilias Gainutdinov

Furthermore, AMD is working closely with memory-chip manufacturers to secure sufficient supplies as it seeks to meet demand for AI-related products.

Su was also due to visit South Korea later on Tuesday, where Samsung Electronics and SK Hynix are major memory-chip producers, as AMD seeks to secure sufficient supplies.

AMD is now planning further ahead as Su expects demand to remain high over the next several years. 'There's very, very high demand for the next several years. We can see very high demand, and so we need more advanced wafer capacity,' Su said.

AI Demand Keeps Pressure on Chipmakers

AMD's supply-chain expansion comes as demand for CPUs, GPUs and other AI computing products continues to exceed available supply, according to Su.

TSMC, AMD's backend manufacturing partners and substrate suppliers are working to increase supply, according to Taiwan's Central News Agency. Su said AMD needs additional advanced wafer capacity to meet strong demand over the next several years.

AMD's longer planning horizon is intended to help the company and its partners prepare capacity across the supply chain. Su said AMD needs additional advanced wafer capacity and is working with memory-chip suppliers as demand remains high.

Su said AMD sees very high demand over the next several years and needs additional advanced wafer capacity. The company has extended its planning horizon with partners to three to five years as it works to prepare for future supply requirements.