[DEVELOPING] AMD's Lisa Su says AI compute demand still outpaces supply, plans larger Taiwan supply-chain investment
Speaking in Taipei, AMD CEO Lisa Su said demand for CPUs, GPUs and AI compute keeps outpacing available capacity. She said AMD will raise its investment across Taiwan's semiconductor supply chain (DIGITIMES). Yahoo Finance's market coverage linked her remarks to AMD's record close of $649.42 (+2.8%) on a day the Nasdaq also set a record. Points to watch: any specific investment figure, wafer and packaging commitments with TSMC, and memory supply constraints.