AMD s chief executive is planning to invest tens of billions as Asian tour addresses supply

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Published: 2026-10-07T11:02:13.861Z • Permanent link

AMD's CEO, Lisa Su, has been embarking on an Asian tour, meeting with executives in Taiwan and South Korea, in a bid to address the ongoing supply chain concerns that have been weighing heavily on the company's stock price. The meeting comes as the chipmaker is facing increasing pressure from investors to address the issue, which has seen AMD's shares decline by over 20% in the past quarter. Su's visit to Taiwan and South Korea is seen as an effort to reassure investors that the company is taking steps to rectify the situation.

According to sources close to the matter, Su met with executives from Taiwan Semiconductor Manufacturing Company (TSMC) and Samsung Electronics, both of which have been critical in supplying AMD with crucial components. The meeting was seen as a crucial step in resolving the supply chain woes, which have been exacerbated by the ongoing COVID-19 pandemic and the resulting shortage of semiconductors. AMD has been struggling to meet demand for its products, including its popular Ryzen and EPYC lines, and the company has been working closely with its suppliers to find alternative sources of supply.

Su's efforts have been met with cautious optimism from investors, who are eager to see tangible progress on the supply chain front. AMD has been working closely with its suppliers to find alternative sources of supply, and the company has been investing heavily in its own manufacturing capabilities in recent years. The company's efforts have been seen as a positive step forward, but investors remain wary, and the company's shares continue to trade at a premium to its peers.

The ongoing supply chain concerns at AMD have significant implications for the wider semiconductor industry. The shortage of semiconductors has been having a ripple effect throughout the industry, with many companies struggling to meet demand for their products. The shortage has also had a significant impact on the global economy, with many industries reliant on semiconductors experiencing supply chain disruptions. The situation has been exacerbated by the ongoing pandemic, which has seen many suppliers struggle to maintain production levels.

The supply chain concerns at AMD have also had a significant impact on research communities, with many scientists and engineers working on cutting-edge technologies reliant on the company's products. The shortage of semiconductors has seen many research projects delayed or put on hold, and the situation has been met with growing concern from the scientific community. The shortage has also had a significant impact on markets, with many investors seeking to profit from the shortage by buying up AMD's shares.

The supply chain concerns at AMD are part of a larger pattern of disruptions in the semiconductor industry. In recent years, the industry has seen a number of high-profile supply chain disruptions, including the closure of TSMC's factory in Taiwan and the halt of production at Samsung's semiconductor plant in South Korea. The disruptions have been met with growing concern from investors and policymakers, who are seeking to address the issue through a range of measures.