AMD Reportedly Sees AI Chip Demand Outrunning Supply — Lisa Su Plans ‘Substantial’ 2027 Ramp
· Source: tradingview.com
In short
AMD CEO Lisa Su announced plans for a significant increase in chip supply in 2027 due to AI demand outpacing current production capabilities. The company is collaborating with partners like Foxconn and TSMC to boost CPU and GPU output and secure memory supply to meet growing demand. Citi raised AMD's price target to $800, citing strong growth prospects in the CPU market driven by agentic AI and increased data center revenue.
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Tags: chips, supply chain, AI demand, CPUs, GPUs, semiconductors