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Lisa Su visits Taiwan again: Strong demand for AI chips, memory supply remains tight
AMD CEO Lisa Su arrived in Taiwan today for a brief visit. Speaking to the media in Taipei, she said global chip demand remains significantly higher than supply, with memory chip supply particularly tight. As the AI industry develops rapidly, she expects market demand to remain strong over the next few years.
Su said AMD is working closely with memory suppliers to coordinate customer demand and supply plans, and thanked TSMC for continuing to expand capacity. She stressed that the key is not only to expand capacity, but also to ensure the new capacity can come online in tandem. Chip supply is expected to increase significantly in 2027.
On AI development, she said AI will have a positive impact on the world and will not harm humanity. She also emphasized the importance of collaboration among major U.S. AI companies. She noted that much work remains to be done to ensure safe innovation, and that industry and government must work together to move forward.
Regarding the United States’ establishment of a “Superintelligence Working Group,” Su said it was an important step toward advancing AI safety and innovation. During her visit to Taiwan, she will also visit TSMC and hold in-depth discussions with Foxconn to further strengthen cooperation across the AI supply chain.$AMDB
AMD CEO Lisa Su arrived in Taiwan today for a brief visit. Speaking to the media in Taipei, she said global chip demand remains significantly higher than supply, with memory chip supply particularly tight. As the AI industry develops rapidly, she expects market demand to remain strong over the next few years.
Su said AMD is working closely with memory suppliers to coordinate customer demand and supply plans, and thanked TSMC for continuing to expand capacity. She stressed that the key is not only to expand capacity, but also to ensure the new capacity can come online in tandem. Chip supply is expected to increase significantly in 2027.
On AI development, she said AI will have a positive impact on the world and will not harm humanity. She also emphasized the importance of collaboration among major U.S. AI companies. She noted that much work remains to be done to ensure safe innovation, and that industry and government must work together to move forward.
Regarding the United States’ establishment of a “Superintelligence Working Group,” Su said it was an important step toward advancing AI safety and innovation. During her visit to Taiwan, she will also visit TSMC and hold in-depth discussions with Foxconn to further strengthen cooperation across the AI supply chain.$AMDB
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