AMD CEO Lisa Su Expects Chip Demand to Stay ‘Very Strong’ on AI Growth

Su's remarks frame the AI buildout as a supply-constrained story rather than a demand problem, which is the more consequential signal for anyone tracking hardware pipelines: when a major chip designer says supply, not orders, is the binding limit, the bottleneck sits in fabrication and memory rather than in end-market appetite. Her call for coordination among major US AI firms also hints at a competitive landscape where scale and access to capacity matter more than any single product cycle. The meeting with TSMC executives is the detail worth watching, since foundry and memory allocation is where such commentary either gets confirmed or quietly revised.