AMD says AI chip demand is outpacing supply

Su said demand for computing chips continued to exceed supply, and that AI demand was outpacing the industry’s ability to make and assemble enough chips.[1][2] She said rising demand for CPUs, GPUs and other AI computing products was prompting AMD to invest more.[1] AMD’s CPU market had grown substantially in 2026, according to Su.[1] Her comments describe a constraint across manufacturing and assembly, not just a shortfall in one category of chip.[2] For teams planning compute needs, the company’s statements point to supply as a factor to account for alongside product demand.[1][2]

Su said AMD had increased its supply during 2026, but could use more.[1] She said the company plans to substantially increase supply in 2027.[1] AMD has also started shipping its Helios AI platform: Su said shipments began in the third quarter as planned and would continue increasing over the coming quarters.[1] Su said AMD plans to substantially increase supply in 2027, and that Helios shipments would continue increasing over the coming quarters.[1]

AMD plans to increase investment in Taiwan’s supply chain, Su said, while describing the company’s previously announced US$10 billion investment as progressing as planned.[1] She did not provide a revised amount for the planned Taiwan supply-chain investment.[1] AMD has extended its planning horizon with supply-chain partners from one or two years to three to five years, to align plans with when capacity becomes available.[1] Su said the company would maintain its current business model of working with suppliers.[1] She also said she met with Acer, Asus, Foxconn and Quanta during the visit.[1]

Su said meeting computing demand over the next several years would require additional advanced wafer capacity.[1] She also said memory supply remained constrained across the market, and that AMD was working with suppliers and customers to plan memory needs for AI servers, CPUs and personal computers.[1] TSMC, AMD’s back-end manufacturing partners and substrate suppliers were working together to boost supply, she said.[1] Su described TSMC’s Arizona facility as having worked well for AMD.[1] Taken together, the comments indicate that AMD’s supply planning involves several parts of the production chain, as well as memory.[1]