[News] AMD’s Lisa Su Visits TSMC, AI Supply Chain Partners as Company Locks In Capacity 3–5 Years Ahead
· Source: businesstoday.com.my
In short
AMD's Chair and CEO Lisa Su visited Taiwan to oversee the expansion of the company's AI supply chain as it ramps up production capacity for AI-related products. AMD is investing over $10 billion in Taiwan's industrial ecosystem and extending capacity planning from 1-2 years to 3-5 years ahead, involving partners like TSMC, Foxconn, and memory suppliers in South Korea. The company is focusing on advanced packaging and next-generation AI platforms to meet growing AI chip demand.
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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: semiconductors, AI, supply chain, capacity, packaging, Taiwan