AMD苏姿丰在台北：AI芯片需求超过供应，未来几年持续紧俏
AMD CEO 苏姿丰周二在台北表示，公司芯片需求超过供应，预计强劲需求将持续数年。她此行将会见供应链伙伴，包括鸿海与台积电。
苏姿丰说，AMD 今年已提高产量，但需求仍然跑在前面，公司计划2027年大幅增产，且“可能还需要更多”。她强调需要“更先进的晶圆产能”，规划周期已看到三到五年后。高带宽内存（HBM）等 AI 服务器关键部件全行业依然紧缺。
她透露，今年5月宣布的100亿美元台湾投资计划进展顺利，但未透露是否追加。她还呼吁领先 AI 公司在安全上合作，称特朗普政府新设的“超级智能部队”是重要一步。AMD 近期市值突破1万亿美元，Helios 机架级 AI 系统被寄予厚望。（综合 Analytics Insight 报道）
AMD's Lisa Su in Taipei: AI Chip Demand Outpacing Supply for Years
AMD CEO Lisa Su said Tuesday in Taipei that demand for the company's chips exceeds supply and she expects strong demand to last for years. She is meeting supply-chain partners including Foxconn and TSMC on the trip.
Su said AMD raised output in 2026 but demand still runs ahead, with plans to increase supply substantially in 2027 — "and could still use more." She cited the need for "more advanced wafer capacity" with planning now stretching three to five years out. High-bandwidth memory for AI servers remains tight industry-wide.
She said the $10 billion Taiwan investment announced in May is on track, without detailing further spending, and urged leading AI firms to cooperate on safety, calling the Trump administration's new Super Intelligence Force an important step. AMD recently joined the $1 trillion club on AI-driven stock gains. (Via Analytics Insight)
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