AMD ▲ +0.9% - Advanced Micro Devices, Inc. $AMD CEO Lisa Su says demand is still running above supply and expects strong demand for compute to continue for the next several years, with AMD planning to “substantially increase” supply in 2027. Su said AMD has already increased supply this year but “could definitely use more,” thanked TSMC for bringing additional capacity online, and noted that memory remains broadly supply constrained. AMD is working with memory suppliers and customers to make sure capacity comes online together, while keeping its current business model unchanged. Su also called Taiwan “very critical” to AMD and said the company plans to increase its investment there, while continuing to look at new packaging technologies. Source: Reuters 06-OCT-2026 05:24 AM ET