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AMD Plans Larger 2027 AI-Chip Supply Ramp as Demand Outstrips Capacity

  • Infra & Chips
  • Foundation Models

AMD plans to substantially increase chip supply in 2027 as it tries to meet AI demand that is still running ahead of available CPUs and GPUs. Chief Executive Lisa Su said in Taipei on Oct. 6 that AMD had already increased supply through 2026, but needs more advanced wafer capacity and memory supply for the next several years.

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