On October 6, 2026, in Taipei, AMD CEO Lisa Su said demand for artificial intelligence chips exceeds the semiconductor industry’s production capability. Bottlenecks particularly affect memory and manufacturing, leaving AMD supply-constrained despite a ramp-up underway throughout 2026. Its EPYC Venice server processor line is reportedly sold out through 2027, with orders sliding into 2028. AMD is working with suppliers including Foxconn and TSMC to significantly increase supply in 2027 and has committed over $10 billion in Taiwan to support supply chain expansion. Surging agentic AI workloads are pushing GPU and CPU requirements to unprecedented levels, making manufacturing capacity and memory availability the main constraints on AI infrastructure growth.
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