AMD CEO Lisa Su said the overall CPU market will grow sharply in 2026. AMD has
raised supply and capacity but “demand remains greater than supply,” and
memory-chip availability remains tight. The company plans to continue expanding
supply and expects to sharply increase shipments in 2027. AMD said its capacity
planning horizon with suppliers has lengthened from 1–2 years to 3–5 years. Su
said she met today with partners Acer, Asus, Foxconn and Quanta and will meet
TSMC this afternoon. She added that AI is beneficial and will not harm humans,
cooperation among leading US AI firms is important, and the US
“Superintelligence Working Group” is a meaningful step for safety innovation.
