AMD's Su: Satisfied with TSMC Partnership Amidst AI Chip Demand
Quick Look
- AMD CEO Lisa Su stated that while the AI chip supply chain is tight, the company is satisfied with its partnership with TSMC.
- She also noted strong demand for AMD's CPUs, necessitating increased production capacity, a key reason for her visit to Taiwan.
AI-generated summary
Why It Matters
The global AI market is growing faster than expected, leading to a shortage of production capacity at TSMC. Major international players like Nvidia and AMD are seeking to secure more capacity and are reportedly exploring Intel and Samsung as secondary suppliers.
〔記者卓怡君／台北報導〕全球AI（人工智慧）成長速度超乎預期，台積電（2330）產能供不應求，國際大廠輝達、超微（AMD）除了爭相向台積電追單之外，近來也陸續傳出轉向洽談英特爾、三星做為第二供應商，對此，超微（AMD）董事長暨執行長蘇姿丰今日表示，供應鏈確實相當緊俏，但目前對合作夥伴相當滿意，台積電是極為優秀的合作夥伴，在整體AI市場需求不斷成長之下，台積電持續大力協助AMD擴充產能，AMD一直以來都在評估並思考供應鏈最佳方案，但目前對於與台積電的合作關係感到非常滿意。
蘇姿丰強調，目前整體CPU市場需求遠高於一年前的預期，CPU市場確實相當吃緊，AMD正快速擴充產能，這也是她此次來台重要原因之一，就是確保AMD能為未來CPU市場大幅成長做好準備，也順利獲得台灣供應鏈夥伴非常大的支持。
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What to Watch
AI outlook — possibilities, not facts
AMD will continue to prioritize its partnership with TSMC for AI chip production.
Very likely · Medium term
AMD will increase its CPU production capacity to meet higher-than-expected market demand.
Very likely · Short term
Intel and Samsung may secure new contracts as secondary suppliers for AI chips.
Possible · Medium term
Open Questions
- What specific capacity expansion plans has AMD discussed with TSMC?
- What are the terms of AMD's potential partnerships with Intel and Samsung?
- How will the increased CPU demand impact AMD's overall financial performance?
- What is the timeline for TSMC's capacity expansion to meet AI demand?
