Hsinchu:AMD, a leading U.S. company in the design of processors and graphics chips, is set to expand its investment in Taiwan's supply chain due to escalating demand for its computing chips, as stated by its Chair and CEO, Lisa Su.
According to Focus Taiwan, Su confirmed that the US$10 billion investment announced in May is on track. However, the increasing demand for central processing units (CPUs), graphics processing units (GPUs), and AI computing products is prompting AMD to further enhance its investment.
During her visit to Taiwan, Su met with partners including Acer, Asus, Foxconn, and Quanta. She also planned to visit Hsinchu to engage with Taiwan Semiconductor Manufacturing Co. (TSMC) and other suppliers. Su highlighted that while AMD's supply capacity has grown significantly, demand continues to outpace it, necessitating further production increases.
Collaboration with TSMC and other manufacturing partners is aimed at increasing supply to meet growing demand. Su noted that AMD plans to boost its supply substantially by 2027, with an extended planning horizon of three to five years with partners to ensure synchronized supply chain capacity.
While addressing potential investment in manufacturing, Su emphasized AMD's commitment to its existing business model of working closely with suppliers. She pointed out the need for more advanced wafer capacity to meet future computing demands. Despite global constraints in memory supply, AMD is collaborating with suppliers to manage high-bandwidth memory requirements for AI servers and CPUs.
Additionally, Su confirmed the shipment of AMD's Helios AI platform in the third quarter, with plans to increase shipments in the upcoming quarters. She encouraged suppliers to geographically diversify while underscoring Taiwan's crucial role in the semiconductor supply chain, stating its critical importance for AMD.