AMD’s Taiwan Capacity Push: Why Lisa Su Is Locking In the Supply Chain for the Next AI Cycle
· Source: tspasemiconductor.substack.com
In short
AMD is shifting its supply chain strategy to longer-term planning of three to five years, in response to accelerating demand for its EPYC CPUs and Instinct GPUs, driven by AI infrastructure expansion. CEO Lisa Su's recent visit to Taiwan emphasized deepening partnerships with key players like TSMC and Foxconn to secure capacity beyond chip supply, encompassing the entire AI system manufacturing ecosystem.
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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: semiconductor, capacity, AI, supply chain, Taiwan, AMD