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Wire · operational-macro

[News] AMD's Lisa Su Visits TSMC, AI Supply Chain Partners as Company Locks In ...

6 October 2026 · By · Wire by Fusion42

Published

6 October 2026

Topic

operational-macro

◆ Sectors

Semiconductors

◆ Geography

Taiwan

◆ Source

Read at trendforce.com →

◆ Verified

Fusion42 · 7 October 2026 · Fusion42 review

AMD CEO Lisa Su visited Taiwan and South Korea to secure supply chain capacity and partnerships as AMD plans to ramp AI chip production from 2026 through 2027, investing over $10 billion in Taiwan's industrial ecosystem and collaborating with TSMC, Foxconn, Samsung, and SK hynix.

This Wire brief sits within Fusion42's coverage of Semiconductors, and 3 sources have reported it.

◆ ◆ The Wire takeaway

AMD’s long-term supply chain planning now extends up to five years ahead, signalling you need to lock in partnerships and chip capacity early if you serve AI hardware markets. TSMC’s global fab growth means you should explore suppliers beyond Taiwan to secure resilient supply.

◆ Coverage

3 sources · 6 Oct 2026

◆ Related on Wire

◆ Topics

Semiconductorsamdtsmcai-chipssupply-chaintaiwancapacity-expansion