AMD CEO Lisa Su Predicts Multi-Year Chip Shortage, Backs Ecosystem-Led AI Safety

AMD Chief Executive Lisa Su said customer demand for the company's processors continues to run ahead of supply and will remain elevated for years, according to reporting from The Next Web . Speaking to reporters during a visit to supply chain partners in Taipei, Su stated that while AMD expanded its internal capacity this year, demand proved higher still, with plans for a substantial supply increase scheduled for 2027.

During the trip, which included meetings with Taiwan Semiconductor Manufacturing Co., Su reaffirmed a commitment first made in May to deploy more than $10 billion into Taiwan. The capital covers advanced packaging capacity through OSAT providers ASE and SPIL, alongside hardware support for AMD's Helios rack platform.

Addressing artificial intelligence risks, Su described the technology as beneficial for global development and said she does not believe it will harm people. She urged the industry to collaborate across its ecosystem on safety rather than relying on statutory regulators. Su specifically pointed to the Trump administration's newly formed Super Intelligence Force as an important step, despite the four-official body currently lacking statutory authority, an allocated budget, or a formal place in government. One of its appointed leaders, Federal Trade Commission Chairman Andrew Ferguson, currently oversees an inquiry into OpenAI and Anthropic.

Su's preference for voluntary ecosystem cooperation contrasts with regulatory enforcement in Europe. Since August 2, the European Commission has held powers to require pre-market model evaluations, restrict distribution of non-compliant systems, and levy penalties of up to €15 million or 3 percent of global annual turnover, whichever is higher. Providers based outside the European Union must also appoint an internal representative. European officials have pushed back on voluntary models; Spanish Prime Minister Pedro Sanchez stated in September that self-regulation does not work and questioned whether industry safety warnings serve primarily to attract investors.

The supply constraints and regulatory debate arrive following a period of expansion for AMD, which crossed a $1 trillion market capitalization last month. The company is currently seeking regulatory clearance to acquire World Labs, the AI startup founded by Fei-Fei Li, for $8.2 billion.