AMD CEO Lisa Su says the company plans to "substantially increase" supply in 2027 and needs "more advanced wafer capacity", as she meets Foxconn and TSMC (Wen-Yee Lee/Reuters)

AMD’s plan to substantially expand chip supply in 2027 signals that demand for advanced processors remains strong, but also that capacity at leading-edge foundries will remain a strategic bottleneck. For CIOs and technology leaders, this reinforces the need to plan hardware roadmaps well ahead, secure supply commitments early, and account for potential lead-time, pricing, and allocation risks across AI, cloud, and endpoint infrastructure.