
AMD CEO Lisa Su talks AI industry trends, opportunities for Taiwan
AMD CEO Lisa Su attended a CommonWealth Magazine forum on Friday morning, a day after her company announced more than US$10 billion of investments across Taiwan’s semiconductor ecosystem. During the forum, Su praised AMD’s Taiwanese partners and expressed optimism for the industry’s future.
Lisa Su
AMD CEO
I always feel that there’s so much energy and there’s no other place in the world that has so much semiconductors… very, very small area.
In conversation with the CommonWealth Magazine in Taipei, AMD CEO Lisa Su talked business trends in AI and alliances with Taiwanese players. She praised their culture of friendly competition.
Lisa Su
AMD CEO
Everybody is so friendly. Everyone loves each other, even if they’re competitors—it doesn’t matter. I think, we grew up together. Ten years ago, people didn’t care so much about semiconductors. Our friends and colleagues are so, so successful because the time is right.
On May 21, AMD announced that it plans to invest more than US$10 billion, or roughly NT$320 billion, across Taiwan’s chip ecosystem, to scale advanced packaging manufacturing for next generation AI infrastructure. At the forum, Su said that AMD is very happy with TSMC as a partner.
Lisa Su
AMD CEO
It continues ramp capacity and be very, very helpful. We’re always considering what are the best options in the supply chain. We’ll always consider… but right now, we’re very, very happy with our partnership with TSMC.
Su also expressed excitement for the AMD’s forthcoming AI platform, and optimism for the future of AI, saying that it’s all just getting started.
Lisa Su
AMD CEO
Can this be real? Should we really invest so much right now? This is definitely real, and we are still so, so early. We… we’re in the third inning of still, nine innings, and that means that there’s still a lot of innovation to happen and a lot of opportunities.
Su was also asked about the company’s view on the Chinese market. On Wednesday, Nvidia CEO Jensen Huang said in an interview with CSBC that his company has largely conceded the Chinese market for high-end chips.
Lisa Su
AMD CEO
We’re also not counting on sales of our most advances chips to China. It’s a dynamic market. There are US export regulations as well as Chinese regulations.
US companies including AMD are strengthening their partnership with Taiwan amid ongoing US-China tech rivalry.
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2026-05-22