AMD CEO Lisa Su Discusses Partnership with Hon Hai and Upcoming TSMC Meeting Amid High Demand

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Advanced Micro Devices Chief Executive Officer Lisa Su shared that she recently held a productive discussion with Hon Hai and is scheduled to meet with TSMC later in the day. Su emphasized that market demand continues to outpace supply significantly. While the company has successfully scaled up output throughout the year, additional volume is still urgently needed. She noted that the broader memory market remains severely constrained. Given that strong customer demand is projected to persist for multiple years, AMD is actively collaborating with memory vendors to formulate effective planning strategies. Furthermore, she expressed her appreciation to TSMC for successfully expanding foundry capacity to support their operations.

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AMD CEO Lisa Su stated that she will speak with Hon Hai and meet with TSMC, noting that semiconductor demand currently exceeds supply. Although supply was increased this year, memory shortages persist, and high demand is expected for the next few years. Consequently, expectations for improved earnings among related semiconductor supply chain companies are growing.

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AMD CEO's remarks on supply shortages and news of strengthened cooperation with TSMC demonstrate high demand across the semiconductor ecosystem. In particular, TSMC's capacity expansion and efforts to resolve memory supply shortages are expected to lead to actual revenue growth.

Going forward, TSMC's additional fab utilization rate and the speed of memory supply increase will be key indicators determining stock price direction. If supply bottlenecks are resolved faster than expected, additional valuation rerating is possible.

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