AMD CEO Lisa Su’s Taipei Visit Ahead of Computex 2026: Purpose, Meetings, and AI Vision

Possible Supply‑Chain Meetings in Taiwan

Beyond the public forum, Su’s schedule reportedly includes closed‑door meetings with industry partners, though details are limited.

Some media reports speculate that she could meet executives from Taiwan Semiconductor Manufacturing Co. (TSMC) and other suppliers to discuss manufacturing capacity and future chip production. However, those meetings have not been officially confirmed.

Such discussions would be typical ahead of major industry events like Computex, especially as demand for advanced AI processors increases and semiconductor companies compete for cutting‑edge fabrication capacity.

Her Asia Trip Before Taipei

Su’s Taiwan visit follows a rapid series of stops across Asia. Before arriving in Taipei, she traveled to China where she:

• Met with Chinese Vice Premier He Lifeng in Beijing
• Spoke at AMD’s AI Developer Day in Shanghai

At that event, she outlined AMD’s view of the next stage of the AI industry and its expanding user base.

Lisa Su’s Big AI Predictions

During her Shanghai remarks, Su emphasized how quickly artificial intelligence adoption is accelerating.

One of her most widely cited projections is that the number of people using AI daily could reach around 5 billion within the next five years, up from roughly 1 billion today.

This massive growth, she argues, will push computing infrastructure to expand dramatically across cloud platforms, enterprise systems, and everyday devices.

The Emerging “Agent Era” of AI

Su also described what she calls the next phase of AI development: the “agent era.”

In this model, AI systems go beyond simple chat interfaces and instead operate as autonomous agents that can:

• Break down complex tasks
• Call tools or software services
• Verify results and iterate

Because these AI agents perform multi‑step workflows rather than single prompts, they require more robust computing resources to operate reliably.

Why CPUs Will Matter More in AI

While much of the AI boom has focused on GPUs and specialized accelerators, Su argues that CPUs will become increasingly important in an agent‑driven AI environment.

Autonomous AI systems rely heavily on general‑purpose processing to coordinate tasks, manage data flow, and orchestrate multiple services. As AI workloads grow more complex, CPUs work alongside accelerators to support these operations.

That perspective aligns with AMD’s broader strategy of building a full stack of high‑performance processors—CPUs, GPUs, and AI accelerators—for data centers, PCs, and edge devices.

Taiwan’s Role in the AI Hardware Ecosystem

Su’s presence in Taipei also underscores Taiwan’s strategic importance to the AI industry. The island hosts a dense network of semiconductor manufacturing, chip packaging, and server hardware companies that collectively power much of the global AI infrastructure.

With the AI race accelerating and Computex approaching, visits from executives like Su—and other industry leaders—highlight how the future of artificial intelligence is increasingly tied to this hardware ecosystem.

In that sense, the Taipei trip is both symbolic and practical: a chance to signal AMD’s ambitions in the AI era while strengthening the partnerships that make those ambitions possible.