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Physix Frontier · News Briefing Card (IT Home · Oct 6, 2026)

AMD CEO Su Visits Taiwan, Meets TSMC and Supply Chain

KEY FACTS

  • AMD CEO Lisa Su arrived in Taiwan on October 5 and gave an interview on October 6.
  • The purpose of her trip is to meet with customers and supply chain partners, and she has already had in-depth talks with Hon Hai Chairman Young Liu.
  • Su confirmed she will visit TSMC and other Hsinchu manufacturers on the afternoon of October 6.
  • She said computing demand in 2026 will be strong, and AMD will still be unable to meet demand even after expanding capacity.
  • AMD expects to significantly expand capacity in 2027 and will increase its investment in Taiwan.

KEY DATA

NT$10 billionInvestment in Taiwan
About RMB 2.105 billionInvestment in Taiwan (RMB)
2027Expected year for major capacity expansion

PHYSIX OBSERVATION

Su's trip highlights AMD's deep dependence on Taiwan's supply chain, especially amid the CoWoS packaging shortage, making the evaluation of multiple packaging options a pragmatic move. The additional investment signals that AI computing demand has not faded, but the capacity bottleneck may persist until 2027, and supply of consumer graphics cards and servers may remain tight.

Source: IT Home report