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AMD CEO Su Zifeng: Strong demand for AI chips will continue to significantly expand production capacity
2 min read
Source: news.mydrivers.com
According to Kuai Technology News on October 8, AMD CEO Lisa Su predicts that although the chip industry is facing a series of challenges such as AI security, market demand will still be "very strong" in the next few years. Su Zifeng said in an interview on Tuesday (October 6) that even if AMD continues to increase production, market demand still exceeds supply. She also called on top AI companies to strengthen cooperation to ensure that this technology will not cause harm. Su Zifeng said: "We have also increased supply and production capacity in 2026, but it is safe to say that demand is even higher than our supply. We will significantly increase supply in 2027, but more production capacity is indeed needed." AMD's optimistic outlook further strengthened the bullish sentiment in the AI industry. Previously, memory chip maker Micron Technology gave a strong performance outlook, and server assembler Hon Hai Precision Industry's quarterly sales also exceeded expectations. Currently, AMD competes with companies such as Intel in the CPU field and is also Nvidia's main competitor in the GPU field. Last week, AMD announced that it would acquire AI startup World Labs for $8.2 billion to enhance its technological capabilities and is expected to help the company provide multiple models to customers. However, some investors are increasingly worried about industry overcapacity, rising debt levels and regulatory resistance. In this regard, Su Zifeng emphasized that AI is “very beneficial to the world.” She believes that AI will not harm humans as some fear, but still calls for greater cooperation across the industry to ensure this. She also mentioned that Trump’s newly established “Super Intelligence Force (SIF)” is an important step in pushing related efforts forward. Su Zifeng said: "In terms of security and innovation, we still have some work to do. I think the most important point is that we have to work together as an ecosystem."