AMD plans to significantly increase production of its chips in 2027

Whether it’s CPUs or GPUs, AMD is literally riding the wave of the artificial intelligence boom. The company intends to take full advantage of this trend.

While everyone is talking about NVIDIA’s $5 trillion market capitalization, one of its oldest competitors has no reason to complain either. Admittedly, AMD isn’t in the spotlight as much as NVIDIA, but the company led by Lisa Su is also doing very well, having seen its market capitalization increase tenfold in less than five years to surpass $1 trillion a few weeks ago. This success is obviously linked—as it is for NVIDIA—to the surge in demand for artificial intelligence accelerators.

AMD CEO Lisa Su speaking to the press in Taipei. © Reuters

While visiting the Taiwanese capital, Lisa Su, AMD’s CEO, explained that the company plans to redouble its efforts in 2027. “We were able to increase our supply in 2026, and we will substantially increase our supply in 2027,” she told reporters. The U.S. company is therefore seeking to ramp up production of its processors and accelerators designed for artificial intelligence, as it is still far from meeting demand. To achieve this, AMD is working closely with its key partners: the purpose of Lisa Su’s trip was precisely to meet with executives from Foxconn and TSMC.

Foxconn and TSMC are two major partners for AMD, but the CEO also emphasized the importance of securing memory supplies, particularly from South Korean manufacturers Samsung and SK hynix. It’s important to remember that while the supply of CPUs and GPUs is insufficient, the main bottleneck for the entire industry is the availability of memory chips. AMD is aware of the problem, as the company delivers most of its solutions as turnkey packages—that is, by combining the CPU/GPU with the memory necessary for their proper operation. Lisa Su also noted that the company is now planning its supply chain over a three- to five-year horizon—a sign of the scale of investment required to keep pace with an industry undergoing a major revolution.