Wire · operational-macro
AMD CEO Lisa Su to visit Taiwan amid tight AI chip supply
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Fusion42 · 6 October 2026 · Fusion42 review
AMD CEO Lisa Su is visiting Taiwan to secure advanced semiconductor manufacturing and packaging capacity from TSMC amid tight supply for AI chips, ahead of AMD's upcoming EPYC Venice processor mass production. The visit includes strategic meetings on chip delivery schedules, collaboration on advanced packaging, and expanding AMD's role in AI ASICs, with a follow-up trip to South Korea to discuss cooperation on AI memory technologies.
This Wire brief sits within Fusion42's coverage of Semiconductors, and 3 sources have reported it.
◆ ◆ The Wire takeaway
AMD is locking down scarce chip manufacturing capacity in Taiwan this week, which creates a narrow window to secure supply if you depend on TSMC's advanced nodes. Your production schedules must account for tighter lead times and scaling challenges ahead.
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3 sources · 6 Oct 2026
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