AMD Plans Major Chip Supply Boost by 2027 Amid AI Boom

WHO:

Techmeme - AMD CEO Lisa Su

IJR - AMD

WHAT:

Techmeme - AMD plans to "substantially increase" chip supply in 2027.

IJR - AMD will expand output through 2026 to meet demand.

WHERE:

Techmeme - Meetings with Foxconn and TSMC.

WHEN:

Techmeme - Plans to increase chip supply in 2027.

WHY:

Techmeme - The increase is in response to booming demand for chips.

HOW:

Techmeme - AMD needs "more advanced wafer capacity" to support the supply increase.

(UPDATED October 6, 2026 14:06 UTC)

AMD plans to substantially increase its chip supply in 2027, responding to the booming demand for chips. To meet this demand, the company will expand output through 2026, with meetings already taking place with Foxconn and TSMC to secure more advanced wafer capacity. CEO Lisa Su emphasized the need for these enhancements to support the anticipated growth in production.