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[BUSINESS] · Taiwan, United States · 11 sources

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Part of situation: AMD AI-infrastructure growth and supply chain expansion (31 clusters)

AMD to increase chip supply in 2027 amid surging AI demand

AMD AI chip demand Lisa Su semiconductor supply chain Taiwan investment

AMD CEO Lisa Su has announced plans to substantially increase the company's chip supply in 2027 to meet the surging demand for artificial intelligence hardware. During a visit to Taiwan to meet with key manufacturing and supply chain partners, including Foxconn and TSMC, Su noted that while AMD has increased supply throughout 2026, demand for CPUs and GPUs continues to outpace current production capabilities.

To address these shortages, AMD is extending its supply chain planning horizon from the traditional one to two years to a more long-term window of three to five years. This shift aims to ensure that wafer production, advanced packaging, and memory supplies are synchronized. Su also confirmed that AMD intends to increase its previously announced $10 billion investment in Taiwan's semiconductor ecosystem, though the new total amount has not been disclosed.

Wall Street analysts remain bullish on the company's trajectory. Stifel Nicolaus and Mizuho Securities have raised their price targets for AMD to $700, citing robust server demand and the ongoing AI infrastructure build-out. Additionally, AMD recently expanded its technological capabilities through an $8.2 billion acquisition of AI startup World Labs.

Entities

AMD · Executive Yuan · Foxconn · Lisa Su · TSMC · Taiwan · Taiwan Power Company · Tseng Wen-sheng

Claims

What the coverage asserts, and how many sources carry each claim.

Sources

AMD: Ιστορικό υψηλό στα $648,11- Η Citi ανεβάζει την τιμή-στόχο στα $800 (investing. com) [www.worldenergynews.gr]
AMD promete aumento substancial de chips de IA em 2027, diz CEO [www.brasilemfolhas.com.br]
AMD Aktie: Agentische KI als Wachstumstreiber? [www.kapitalmarktexperten.de]
蘇姿丰旋風訪台催產能！將拜會台積電　投資台供應鏈100億美元「只增不減」｜壹蘋新聞網 [news.nextapple.com]
AMD Reaches a $1 Trillion Market Cap. Can It Finally Dethrone Nvidia? | The Motley Fool [www.fool.com]
AMD 股价创历史新高！CEO 苏姿丰称 AI 芯片需求非常旺盛，将持续大幅扩产 - IT之家 [www.ithome.com]
AMD Reportedly Sees AI Chip Demand Outrunning Supply — Lisa Su Plans ‘Substantial’ 2027 Ramp [newsable.asianetnews.com]
Two Wall Street Firms Raise AMD Stock Price Target To $700 [watcher.guru]
蘇姿丰證實 AMD 在台百億美元投資將調高，新金額未公布 [www.blocktempo.com]
傳半導體大戶收差別電價 曾文生：台電完全沒提過 | 大紀元 [www.epochtimes.com]
AMD to Substantially Increase Chip Supply in 2027 as AI Demand Remains Strong [www.ibtimes.co.uk]