Lisa Su says AMD demand still exceeds supply, supply will increase significantly in 2027
智通财经2026/10/06 05:56AMD (AMD.US) CEO Lisa Su stated on Tuesday that the overall CPU market is expected to grow significantly by 2026. Although AMD has already increased both supply and production capacity, "demand still exceeds supply," and memory chip supply remains tight. The company will continue to expand its supply and expects to significantly increase deliveries in 2027. The production planning cycle between AMD and its supply chain partners has been extended from the previous one to two years, to now three to five years. Lisa Su mentioned that today she held positive discussions with partners such as Acer, Asus, Foxconn, and Quanta, and will meet with TSMC in the afternoon. Su also emphasized that artificial intelligence is beneficial to the world and will not harm humanity; collaboration among leading American AI companies is very important. She noted that there is still much work to be done on security innovation, and the "US Superintelligence Task Force" represents "an important step forward."
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
You may also like
Huawei and Qualcomm reach multi-year cross-licensing patent agreement; Qualcomm denies rumors of being the net payer
On October 5th, Huawei officially announced that it had reached a multi-year, broad patent licensing agreement with Qualcomm. The deal includes cross-licensing of the two parties’ patent portfolios in various areas such as 5G, computing, artificial intelligence, and networking, as well as Qualcomm’s acquisition of several of Huawei’s US patents in computing, AI, and networking technologies. As neither party disclosed the agreement amount, the number of patents, nor the specific business arrangements, the market began to speculate after the news was released. Rumors included claims that “Qualcomm will make unilateral payments to Huawei” and that the transaction involved “logic folding chip technology.” Addressing these rumors, on October 6th, Qualcomm responded that it had reached a multi-year, extensive patent licensing agreement with Huawei covering cross-licensing in several technology areas. Qualcomm stated that the specific terms of the agreement are confidential, but reports labeling Qualcomm as the net payer under the agreement are inaccurate. The company also said that claims linking this deal to logic folding chip technology are untrue. Additionally, Qualcomm confirmed that it had agreed to purchase certain non-cellular communication US patents from Huawei in multiple technical fields. (Every Market Web)
Spot gold surpassed the $4,120/ounce mark and then retreated to $4,119.97.
Spot gold has just surpassed the $4,120.00/oz mark, now quoted at $4,119.97/oz, down 0.49% on the day; the main COMEX gold futures contract is now at $4,146.60/oz, down 0.25% on the day.
Berenberg lowers Nike's target price to $27.50.
Berenberg has lowered Nike's (NKE.US) target price from $49 to $27.50.
Barclays raises ASML Holding target price to 2,450 euros
Barclays has raised the target price of ASML Holding from 2,400 euros to 2,450 euros.
Crypto prices
More
