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AMD CEO Lisa Su Sounds Alarm as AI Chip Demand Surges
GuruFocus ·
GuruFocus reports: Advanced Micro Devices CEO Lisa Su says chip demand will remain very high for years, reinforcing the bullish case around the company's AI expansion but also highlighting the supply constraints that could determine how much of that demand AMD can actually convert into revenue. Su told reporters in Taipei that demand continues to outpace supply even after AMD increased production during 2026. The company now plans to substantially increase our supply in 2027 as it works…