What did Su say in Taipei?

AMD crossed the $1 trillion market-cap line in September and now sees chip demand outrunning supply for years, CEO Lisa Su said on October 6 during a visit to Taipei that included stops at TSMC and other supply-chain partners across the island.

Speaking to reporters at the briefing, Su said AMD lifted its own supply and capacity during 2026 but that demand has continued to climb. The company will "substantially increase supply in 2027," Su said, according to Bloomberg's account of the event.

She went further, conceding that the silicon industry "could use more" — an unusual admission from a chief executive that even aggressive fab and packaging ramps will not balance the books in the near term.

Why is Su pushing back on AI regulation?

Su's second message, delivered the same day, was a direct call for the AI industry to police itself rather than rely on outside regulators. She framed AI as "incredibly good for the world" and rejected warnings from peers that the technology could harm people.

The alternative, she said, is industry coordination. "The most important part is that we work together as an ecosystem," Su told reporters.

She pointed to the Trump administration's Super Intelligence Force, a panel named over the weekend, as "an important step forward." Four officials lead the body, which carries no statutory authority, no budget and no formal place in government.

One of the four, Federal Trade Commission chair Andrew Ferguson, currently runs the FTC inquiry into OpenAI and Anthropic.

What has Europe already imposed?

The European Commission did not wait for an ecosystem. Since 2 August it can:

• Demand evaluations before a model reaches the market
• Restrict market access to that model
• Fine providers 3% of global turnover or €15 million, whichever is higher

Providers headquartered outside the EU must appoint a representative inside the bloc. No comparable U.S. or Asian enforcement regime has entered force.

Spanish prime minister Pedro Sánchez took a sharper line in September. "Self-regulation does not work," Sánchez said, adding that part of the goal behind industry safety warnings may be to attract investor capital.

Where is the capital going?

Su repeated a pledge first made in May to put more than $10 billion into Taiwan. The package covers:

• Packaging capacity through ASE and SPIL
• Component supply for the Helios rack platform

Su described Taiwan as "critical" to AMD and to the wider semiconductor supply chain. No equivalent European capital commitment has been announced.

What is AMD paying for AI talent?

The chipmaker is also acquiring Fei-Fei Li's World Labs for $8.2 billion, a deal still pending regulatory clearance. The acquisition would fold a prominent AI research team into AMD's roster at a moment when competitors are stitching model developers directly into their silicon roadmaps.

Together, the Taiwan outlay, the World Labs purchase and the planned 2027 capacity expansion point to an AMD strategy that bets on accelerators, advanced packaging and the open Helios rack standard rather than on a vertically integrated full-stack offering of its own.