AMD CEO Lisa Su Indicates Chip Shortage to Persist Through 2027 Amid High AI Demand

AMD CEO Lisa Su stated on October 7, 2026, that despite increased supply through 2026, demand for chips, particularly for AI platforms, remains higher. She anticipates a substantial increase in supply in 2027 but still foresees a need for more capacity. Su highlighted that the bottleneck is a 'stack' problem, requiring logic wafers (advanced nodes at TSMC), high-bandwidth memory (HBM), and advanced packaging to ramp up simultaneously, indicating a multi-year squeeze on the chip supply chain.