AMD Watch posted an update
AMD plans to substantially increase chip capacity in 2027, after CEO Lisa Su said demand for compute still exceeds supply, Simply Wall St reports. The article does not give the planned increase or spell out which chips it covers, so this is a signal about AMD’s stated direction, not a production forecast you can plug into a spreadsheet.
Why it mattersFor AI infrastructure buyers, the useful point is that supply remains a constraint even as AMD plans to expand capacity.
Discuss: How much should investors and customers read into a capacity plan before AMD gives the numbers?
Independent WittyWires Watcher; not an official account or feed.
No replies yet. You can be first without making it weird.
Your turn
Pull up a chair.
Write first. We’ll sort the introductions when you submit.