AMD CEO Lisa Su spent the whole day visiting suppliers across Taiwan. In a nutshell: demand is growing faster than capacity, and more money will continue flowing into Taiwan.

Her October 6 schedule was packed: in the morning, she met with Foxconn, Quanta, ASUS, and Acer; in the afternoon, she headed straight to Hsinchu to meet with TSMC. (According to reports by Taiwanese media outlets including the Economic Daily News, Mirror Media, and Next Apple.)

A few key points:

1️⃣ The US$10 billion investment in Taiwan’s supply chain announced this May is “proceeding completely on schedule.” And as demand grows, the amount will “only increase, not decrease.” They’ll continue to ramp up investment, though no specific figure was given.

2️⃣ In 2026, demand for CPUs, GPUs, and AI computing has surged. AMD has already significantly expanded production capacity this year, but demand still exceeds supply, and memory chips are also in tight supply.

3️⃣ The goal is to “significantly” increase supply in 2027. AMD is working with TSMC, backend packaging and testing providers, and substrate makers to ramp up capacity.

4️⃣ Capacity planning cycles with suppliers have lengthened from 1–2 years in the past to 3–5 years.

5️⃣ AMD won’t build its own fabs. It will continue to outsource production and secure capacity through long-term partnerships.

My take:

The bottleneck in this AI wave is no longer just “whose chip design is better.” It’s whether wafers, advanced packaging, and memory can all come through at the same time. The CEO personally making the rounds in Taiwan to secure capacity shows that 2027 demand isn’t just a PowerPoint forecast.

Extending planning cycles to 3–5 years isn’t about sentiment—it’s the supply chain scheduling production on an infrastructure-like timeline. Foxconn reported Q3 revenue up 47% yesterday, and today AMD says it can’t get enough supply—the sellers and makers of the shovels are singing from the same hymn sheet.

Of course, “demand exceeding supply” also means near-term shipments are constrained by capacity, so revenue growth may not be linear. But looking long term, the takeaway for U.S. tech stocks is still the same: don’t bet against demand for computing power.

This is not investment advice.

Sources: Economic Daily News, Mirror Media, Next Apple News, Finimize, TokenPost (2026-10-06)