AMD Expands Taiwan Investment to Boost 2027 AI Chip Supply
AMD CEO Lisa Su announced increased investments in Taiwan's semiconductor supply chain to meet surging AI demand and expand chip production by 2027.
Advanced Micro Devices (AMD) is expanding its investment in Taiwan's semiconductor supply chain to address AI computing demand that continues to exceed available supply. During a visit to Taiwan on October 6, 2026, Lisa Su, Chair and CEO of AMD, announced that the company is increasing a US$10 billion investment previously established in May. The expansion focuses on ramping up the production of central processing units, graphics processing units, and AI computing products.
To secure future capacity, AMD has extended its planning horizon with partners from one or two years to three to five years. Su met with partners including Acer, Asus, Foxconn, and Quanta, and scheduled meetings with Taiwan Semiconductor Manufacturing Co. (TSMC) in Hsinchu to ensure the supply chain can sustain high demand. While Su encouraged geographical diversification, she noted that Taiwan remains critical to the company's operations. AMD also confirmed that shipments of its Helios AI platform began in the third quarter of 2026.
Beyond Taiwan, Su is visiting Samsung and SK Hynix in South Korea to secure memory supplies. She also highlighted a recent AI summit with U.S. President Donald Trump, where technology executives agreed to employ independent auditors to assess AI system operations to ensure safety and coordination.
