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How Lisa Su’s Taiwan and South Korea Visits Target AMD’s AI Chip Supply Crunch
AMD increased supply during 2026 but still could not meet demand; Lisa Su said supply would rise “substantially” in 2027, without giving a volume target. In Taiwan, AMD is planning further ahead and seeking more wafer, packaging and substrate capacity; in South Korea, it is pursuing memory and AI chip collaborations.
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Key takeaways
- AMD increased supply during 2026 but still could not meet demand; Lisa Su said supply would rise “substantially” in 2027, without giving a volume target.
- In Taiwan, AMD is planning further ahead and seeking more wafer, packaging and substrate capacity; in South Korea, it is pursuing memory and AI chip collaborations.
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openai.comCreate a landscape editorial hero image for this Studio Global article: How did AMD CEO Lisa Su’s October 2026 visits to Taiwan and South Korea address AI processor demand exceeding AMD’s shipments, including sup. Article summary: Lisa Su’s October 2026 visits were an effort to secure the entire AI-processor supply chain, not just more chip fabrication. She said AMD had increased supply during 2026 but demand still exceeded what it could ship, and. Topic tags: general, general web, user generated, news. Style: premium digital editorial illustration, source-backed research mood, clean composition, high detail, modern web publication hero. Use reference image context only for broad subject, composition, and topical grounding; do not copy the exact image. Avoid: logos, brand marks, copyrighted characters, real person likenesses, fake screenshots, UI text, readable text, watermarks, charts w
Lisa Su’s October 2026 visits to Taiwan and South Korea addressed AMD’s AI chip shortage as a supply-chain challenge, not simply a question of making more processors. AMD had increased supply during 2026, but demand still exceeded what it could ship. Su said the company planned to increase supply “substantially” in 2027, without giving a production target. 1
Taiwan: plan further ahead and expand the whole chain
In Taiwan, Su met with major technology partners including Foxconn, Quanta, Asus, Acer and TSMC. The aim was to coordinate capacity across the steps needed to deliver AI hardware—not only wafer production, but also advanced packaging and substrates. 1
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AMD and its partners are extending production planning from roughly one or two years to three to five years, according to reports on Su’s comments. Longer-range planning is meant to align capacity across these connected stages as demand grows. 3
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Su also said AMD would increase its previously announced Taiwan supply-chain investment of more than $10 billion. The existing commitment was progressing as planned, but she did not disclose a revised total or a timetable for the additional investment. 7
What Su said about possible TSMC capacity in Texas
Asked about a possible TSMC investment in Texas, Su did not confirm or deny a specific project. Instead, she emphasized the need for more advanced wafer capacity and welcomed additional production capacity globally. 33
40 Her comments support a broad push for more capacity; they do not, by themselves, establish a particular relocation plan or a specific response to Taiwan Strait risks.
South Korea: memory and AI-chip partnerships
Su’s South Korea meetings addressed other parts of the AI hardware ecosystem. She met leaders from Samsung and SK Hynix as AMD discussed strengthening ties around high-bandwidth memory (HBM), a key component in AI computing systems. 18
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In Seoul, Su also joined a roundtable with the Ministry of Science and ICT and local AI companies to discuss systems that pair AMD CPUs and GPUs with Korean-developed AI processors. Reports differ on whether 13 or 14 companies took part; they identify firms including FuriosaAI and DeepX. 18
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AMD also said it planned to open an AI research center in South Korea by the end of 2026. The center is intended to support AI work and explore computing systems that combine AMD processors with Korean-developed chips. 22 The plan followed Su’s March visit to South Korea, which included a meeting with Samsung Chairman Lee Jae-yong.
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The supply outlook remains unquantified
Su’s announcement sets a direction, not a measurable delivery commitment: supply is expected to rise substantially in 2027, but the company did not specify how much or when demand and supply might balance. 1
40 The Taiwan investment expansion and South Korean partnerships show AMD working across manufacturing, memory and system-level collaboration, while the available reports leave the scale and timing of the eventual supply increase open.
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AMD increased supply during 2026 but still could not meet demand; Lisa Su said supply would rise “substantially” in 2027, without giving a volume target.
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AMD increased supply during 2026 but still could not meet demand; Lisa Su said supply would rise “substantially” in 2027, without giving a volume target. In Taiwan, AMD is planning further ahead and seeking more wafer, packaging and substrate capacity; in South Korea, it is pursuing memory and AI chip collaborations.
Sources
finance.yahoo.comAMD CEO Lisa Su plans major AI chip supply ramp in 2027
en.sedaily.comAMD's Lisa Su Plans Chip Supply Three to Five Years Ahead ...
focustaiwan.twAMD to expand Taiwan supply chain investment as chip demand grows: Lisa Su - Focus Taiwan
gate.comAMD Stocks Close at $649.42, Up 2.80%, as Lisa Su Cites 2027 ...