AMD's Su: AI Chip Demand Outpaces Supply Into 2028 [2026]
· Source: shattered.io
In short
AMD CEO Lisa Su revealed in October 2026 that demand for AMD's AI-related chips, including GPUs, CPUs, memory, and packaging, exceeds supply capabilities and is expected to stay high for several years. The upcoming EPYC Venice server CPU line is effectively sold out through 2027 with some orders pushed into 2028, highlighting a systemic supply chain constraint extending across wafers, memory, packaging, and substrates.
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In the issue of week 41, 2026: AI Moves Supply Chains From Planning Toward Execution, But Data and Capacity Set the Pace
Tags: chips, supply, AI, CPU, AMD, semiconductor