AMD CEO Lisa Su stated on October 6, 2026, that the demand for artificial intelligence chips currently exceeds the semiconductor industry's production capacity. The company faces significant supply constraints, specifically regarding memory production and overall manufacturing bottlenecks across the supply chain.
To address these challenges, AMD is coordinating with suppliers and customers to align strategic plans. The company aims to achieve a significant increase in supply by 2027. As part of this effort, AMD has committed over $10 billion in Taiwan to support the expansion of its supply chain infrastructure.
The CEO held meetings in Taipei with Foxconn and scheduled discussions with TSMC to manage production requirements. Reports indicate that server CPU and AI accelerator supplies are currently strained, driven by higher-than-expected workloads from agentic AI applications.
The EPYC Venice server CPU series is reportedly sold out through 2027, with new orders being deferred to 2028. While AMD has increased production throughout 2026, supply limitations continue to impact the company's ability to convert current demand into immediate revenue.
