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AMD (AMD) CEO Su says had a great conversation with Hon Hai (2317 TT) and will meet with TSMC (2330 TT) later today
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Su described demand exceeding supply, memory constraints, planned 2027 supply growth, supplier discussions, meetings, and AI safety remarks.
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Says: Demand is even higher than supply. Been able to increase supply this year and could definitely use more. We all know memory is overall supply constrained. Working with memory suppliers to plan with customers can see high demand for the next several years. Thank TSMC for bringing more capacity on board. Going to substantially increase our supply in 2027. AI is incredibly good for the world. There will need to be some work done on AI safety.
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