AMD CEO Lisa Su visits Taiwan amid growing AI chip demand

AMD CEO Lisa Su visits Taiwan amid growing AI chip demand

2026-10-06

Taiwan is once again leading the dialogue for semiconductor chips. AMD CEO Lisa Su has made her second trip to Taiwan this year. Upon her arrival on Tuesday morning, she met with four of Taiwan’s leading tech supply chain companies at her hotel, and later headed straight to TSMC in Hsinchu to ensure production capacity amid tight supply for AI chips.

The queen of semiconductors is back in town. AMD CEO Lisa Su immediately held several urgent closed-door meetings with Taiwanese tech companies including ASUS Chairman Jonney Shih and Foxconn Chairman Liu Yang-wei at her hotel.

Lisa Su
AMD CEO
Especially given today, the market is so dynamic, it’s important for us to be very closely partnered with our key suppliers. We are going to substantially improve our supply in 2027, but we can definitely use more and so that’s one of the reasons I’m here.

With concerns rising over chip supply, Su’s arrival underscores the urgency of securing production capacity in Taiwan. She went directly to a meeting with TSMC in Hsinchu on Tuesday afternoon. She did not respond to rumors about TSMC’s potential factory in Texas.

Lisa Su
AMD CEO
The US facility in Arizona has done extremely well of course. And we look forward to more capacity worldwide to satisfy this high demand. Before we planned one year or two years and now we are talking about planning three, four or five years together.

AMD’s AI Rack-Scale platform, Helios, will continue to ship in the third quarter, with shipments increasing rapidly. From wafer foundry and packaging to physical substrates, AMD relies on Taiwanese manufacturers’ capacity. Su did not address questions raised over tensions in the Taiwan Strait.

Lisa Su
AMD CEO
We would encourage all of our partners to have geographic diversity. But there is no question that Taiwan is absolutely critical to the semiconductor supply chain, and very, very critical for AMD.

Su emphasized the significance of Taiwan, as evidenced by her visit to Taiwan in May where she announced a US$10 billion investment in the supply chain.

Lisa Su
AMD CEO
I’m happy to report that it’s absolutely on track. We’re increasing that number going forward because our demand has continued to go up and we’re going to continue to invest in the supply chain going forward.

AMD continues to make major moves, including expansion into the ASIC market and acquiring AI startup, World Labs for US$8.2 billion. The company’s market value also hit a major milestone by surpassing a market cap of US$1 trillion, making it the world’s 15th largest company.

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#amd #lisasu #nvidia #taiwanchips #tsmc #semiconductor #chipsupplychain

蘇姿丰快閃來台要產能! 赴新竹台積電.曝增加投資台廠供應鏈

2026-10-06

超微執行長蘇姿丰今年二度訪台，一下飛機就與四家台廠供應鏈會面，下午又直奔新竹台積電，就是為了確保產能，跟得上市場需求。上次來台，超微宣布投資台灣供應鏈100億美元，蘇姿丰表示，金額會持續增加。

半導體女王、超微執行長蘇姿丰一抵台，就展開一連串閉門會議，台廠包含華碩董事長施崇棠和鴻海董事長劉揚偉，都現身下榻飯店。

[[超微執行長蘇姿丰]]
“特別是現在市場變化快速，與主要供應商非常緊密合作，對我們來說是重要的，我們在2027年，將大幅增加供給，但我們當然需要更多，這也是我來到台灣的原因”

來台要產能，蘇姿丰下午直奔新竹台積電會面。至於市場傳聞，台積電在評估德州設廠，是否有徵詢超微意見，她沒正面回應。

[[超微執行長蘇姿丰]]
“(台積電)在美國亞利桑那的廠，對我們來說非常的好，我們期待全球有更多的產能，滿足現在的高需求，過去我們是以1年、2年來規劃(產能) ，如今我們要一起規劃，未來的3、4、5年”

超微的AI機架平台Helios第三季出貨，將持續放量，從晶圓代工、封測到載板，都仰賴台廠產能，但她也被問到會擔心台海情勢嗎。

[[超微執行長蘇姿丰]]
“我們鼓勵所有夥伴，在地理上有更多元，但毫無疑問，台灣對於半導體供應鏈來說絕對關鍵，對超微來說也非常非常關鍵”

蘇姿丰強調台灣重要性，也可以從五月訪台時，宣布投資供應鏈100億美元時，看的出來。

[[超微執行長蘇姿丰]]
“我很開心跟大家報告，一切按計畫進行中，我們將持續提高投資金額，因為市場對我們的需求不斷增加，未來我們將持續投資供應鏈”

超微動作頻頻，除了布局ASIC市場，還砸82億美元併購AI新創World Labs，公司市值也突破1兆美元里程碑，成為全球第15大企業。

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Victims’ father
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