Su said one purpose of her Taiwan visit was to ensure ⁠AMD’s supply chain could ramp up CPU and GPU production to meet growing ​AI demand.

“We’ve been able to increase our supply as we’ve gone through 2026, and ​we’re going to substantially increase our supply in 2027,” Su told reporters ​in Taipei.

Frankly, the limiting factor isn’t really CPUs or GPUs. It’s the memory chips which one would attach them to.

AMD is also working closely with memory chipmakers to secure sufficient supplies, Su said

I mean…I’m sure that that’s good for AMD, but ultimately, that doesn’t make the memory pie as a whole any larger, just slices it up differently. If they sign some kind of long-term contract that provides more guaranteed purchases to memory manufacturers, that might do so eventually, but not in 2026 or 2027.