The Zhitong Finance App learned that AMD (AMD.US) CEO Lisa Su (Lisa Su) said on Tuesday that demand for chips will still be “very high” in the next few years, even if the industry faces challenges such as AI security concerns. She said that even as AMD increases production, demand still exceeds supply. She called on top AI companies to cooperate to ensure that the technology does not cause harm.
Demand far exceeds supply
Su Zifeng reiterated her May promise: AMD will invest more than $10 billion in Taiwan to meet growing demand. She said the Taiwan region is critical to AMD and the semiconductor supply chain.
AMD's optimism has further strengthened the bullish sentiment in the AI industry, as exemplified by Micron's strong outlook and Hon Hai Precision's better-than-expected quarterly sales. However, some investors are increasingly concerned about the industry's overcapacity, rising debt levels, and regulatory setbacks.
While visiting supply chain partners including TSMC, Su Zifeng said, “We are also increasing our supply and production capacity in 2026, but I can say with certainty that demand is even higher than our supply. We're going to increase supply significantly in 2027, but we definitely need more.”
The Santa Clara, California-based chipmaker surpassed $1 trillion in market capitalization last month, after Meta Platforms' new AI agent sparked market enthusiasm for central processing unit (CPU) manufacturers because these CPUs are necessary to drive such applications.
AMD competes with Intel in the CPU field, and is Nvidia's main challenger in the field of AI accelerators. AMD recently agreed to acquire AI startup World Labs for $8.2 billion to strengthen its technical strength and enable it to offer customers multiple models.
Call for AI security cooperation
On Tuesday, Su Zifeng said AI “is extremely beneficial to the world.” She doesn't think AI will hurt humans as some say, but urges industry cooperation to ensure this, and says the Trump administration's newly established “Super Intelligence Force” (Super Intelligence Force) is an important step in this effort.
“There is still some work to be done in terms of safety and innovation. I think the most important thing is that we work together as an ecosystem,” Su Zifeng said. The goal is “to ensure we have both a very strong AI and a very secure AI.”