AMD plans more chip supply in 2027

Lisa Su says AMD needs more advanced wafer capacity and closer coordination with memory suppliers.

Marcus Reid
October 6, 2026
Industry
1 min

Rows of server drive bays with red latches and blue indicator lights — NOIRLab server racks photographed by NOIRLab/NSF/AURA/P. Horálek

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AMD plans a significant increase in chip supply during 2027, CEO Lisa Su told reporters in Taipei on October 6, according to CNA.

Su said AMD needs additional advanced wafer capacity. CNA reported that memory remains constrained across the market, with AMD coordinating demand for AI server memory and memory used by CPUs and personal computers.

AMD is extending supplier planning from one or two years to three to five, aiming to bring capacity across the supply chain online together. Su said the company would keep working through manufacturing partners.

Reuters independently reported the 2027 plan. Neither report gives a percentage increase, a chip volume target or a delivery schedule for individual customers.

Archival server racks photograph by NOIRLab/NSF/AURA/P. Horálek under Creative Commons Attribution 4.0. Converted to WebP. This image illustrates computing infrastructure. It does not depict AMD facilities or establish any endorsement.

Marcus Reid

Marcus Reid is focused on covering the money, rules, and institutional choices shaping AI. He runs from funding rounds and chip deals to regulation, lawsuits, leadership changes, and the business of building enormous computing systems. Marcus follows the incentives behind the announcement. Who pays, who gains leverage, and what changes for everyone else? The voice is direct, measured, and occasionally dry, especially when a grand promise arrives with very little detail.