AMD CEO Lisa Su said chip demand was higher than the company’s available supply despite capacity increases in 2026, and that AMD plans to substantially increase supply in 2027. She also urged AI companies to work together on safety and innovation. Those are management’s outlook and appeal—not a quantified shipment forecast or a binding industry agreement.
What Lisa Su said about AMD chip demand
Su made the remarks to reporters in Taipei on October 6, 2026, during a trip to visit AMD supply-chain partners. Bloomberg reported that she said AMD had increased its supply and capacity during 2026, but demand remained higher.
“We have also increased our own supply and capacity in 2026, but I can say that the demand is even higher than our supply,”
The statement describes AMD’s position as Su presented it; Bloomberg’s report does not independently verify the company’s capacity or demand figures. It also does not provide a quantified measure of the gap between demand and supply.
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What AMD expects in 2027
Su said AMD planned to substantially increase supply in 2027. Bloomberg did not report a specific volume, percentage, or shipment target, so “substantially” should not be read as a numerical forecast. The statement is management’s outlook, not a guarantee of how much AMD will ship.
Su’s call for AI companies to cooperate
Su also argued that AI companies should work together on both safety and innovation, with the goal of developing AI that is capable as well as safe.
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“There will be some work that needs to be done on safety and innovation, and I think the most important part of this is that we work together as an ecosystem,”
She described the goal as “to ensure that we have both very capable AI as well as very safe AI.” These remarks are an appeal for cooperation. Bloomberg’s report does not describe a detailed policy framework or establish a formal commitment among AI companies.
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How to read the wider industry context
Bloomberg’s report also noted investor concerns about possible industry overcapacity, debt levels, and regulatory setbacks. Those concerns provide context for the outlook, but they do not by themselves show that demand for AMD chips will fall. The report presents Su’s comments as an expectation about AMD’s supply and a call for ecosystem cooperation, not as proof that industry risks have been resolved.
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