AMD Chief Executive Officer Lisa Su said the company will increase the size of its previously announced Taiwan supply-chain investment plan, according to a report by Taiwan’s Economic Daily News cited by BlockBeats on Oct. 6. Su said the original $10 billion plan, equivalent to about NT$317.6 billion, remains on schedule, but AMD has decided to lift the amount as market demand continues to surge.
The report said Su spent the day meeting major manufacturing and brand partners in Taiwan, including Hon Hai, Quanta, Asus and Acer, before traveling to Hsinchu for a meeting with Taiwan Semiconductor Manufacturing Co. (TSMC). She said close coordination with key suppliers and partners remains critical for AMD.
On chip supply, Su said this is an exciting period across the computing sector. AMD has already expanded production significantly this year in response to broad market demand, she said, but demand is still running ahead of supply. The company is now working with TSMC, backend packaging and testing providers, and substrate suppliers to accelerate capacity increases.
AMD Chief Executive Officer Lisa Su has confirmed that the company will raise the size of its Taiwan supply-chain investment plan as demand for AI computing keeps climbing, according to a report by Taiwan’s Economic Daily News cited by BlockBeats on Oct. 6.
The report said Su met with several major contract manufacturing and brand companies in Taiwan during the day, including Hon Hai, Quanta, Asus and Acer. Later in the afternoon, she traveled to Hsinchu for a meeting with Taiwan Semiconductor Manufacturing Co. (TSMC), the world’s leading foundry.
Su said AMD’s previously announced $10 billion supply-chain investment plan in Taiwan, equal to about NT$317.6 billion, is progressing on schedule. She added that the company has decided to increase the amount because of a sharp jump in market demand, and said AMD will keep expanding its supply-chain investment in Taiwan.
Su also said it is important for AMD to stay in close coordination with key suppliers and partners. Speaking about supply conditions for chips including CPUs and GPUs, she said this is an exciting time for computing overall. AMD has already ramped up production significantly this year as broader market demand strengthened, but demand still exceeds supply. The company is now working with TSMC, backend packaging and testing companies, and substrate suppliers to speed up capacity expansion.
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