[{"data":1,"prerenderedAt":297},["ShallowReactive",2],{"story-213701-en":3},{"id":4,"slug":5,"slugs":5,"currentSlug":5,"title":6,"subtitle":7,"coverImagesSmall":8,"coverImages":9,"content":55,"questions":56,"relatedArticles":81,"body_color":295,"card_color":296},"213701",null,"AMD-Samsung Foundry Talks Signal Semiconductor Supply Relief by 2027 | Critical for Tech Sellers","- AMD CEO Lisa Su confirms Samsung partnership exploration amid persistent memory chip shortages; substantial supply increase expected by 2027 reshapes inventory strategy for electronics sellers",[],[10,11,12,13,14,15,16,17,18,19,20,21,22,23,24,25,26,27,28,29,30,31,32,33,34,35,36,37,38,39,40,41,42,43,44,45,46,47,48,49,50,51,52,53,54],"https://wimg.sedaily.com/news/cms/2026/10/07/rcv.YNA.20261006.PRU20261006266501009_P1.jpg","https://cdn.benzinga.com/cdn-cgi/image/width=1200,height=800,fit=crop/files/images/story/2026/10/06/AMD-CEO-Lisa-Su-delivers-the-first-AI-ke.jpg","https://s.yimg.com/lo/mysterio/api/53dc1d695f48301fcbc8a133b93d9bfe3e23e91d00b36c5ee50da04e380e88e4/lightyear_networkapi/resizefit_w960%3Bquality_80%3Bformat_webp/https%3A%2F%2Fmedia.zenfs.com%2Fen%2Fquartz_855%2F8c1b9ea0cb6cb52f5274729062bb0fce.jpg","https://d29szjachogqwa.cloudfront.net/images/2026-10/4593d3bc-46f6-4607-9e48-38a59fbb30ab","https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1439666131/image_1439666131.jpg?io=getty-c-w1280","https://s.yimg.com/lo/mysterio/api/77fd0b067fc6d8540160c7859f410e1f919065718f032aff12ba586ff95e6660/lightyear_networkapi/resizefit_w960%3Bquality_80%3Bformat_webp/https%3A%2F%2Fmedia.zenfs.com%2Fen%2Fbloomberg_holding_pen_162%2Ff039201ef6d5a7921651a2d370885c41.jpg","https://www.reuters.com/resizer/v2/IHD6HQQHLJNZJKTITYELDWT4QQ.jpg?auth=caf251b9557afd140e072a4e5e6459abe7d3a06087de02bfb185e690c3ddda53&width=1080&quality=80","https://assets.bwbx.io/images/users/iqjWHBFdfxIU/ivLkVYrzNKPw/v1/-1x-1.webp","https://financefeeds.com/wp-content/uploads/2026/10/lisa-su-oak-ridge-amd.jpg","https://www.techpowerup.com/img/0W4DS6pInwWuIojO.jpg","https://s.yimg.com/cv/apiv2/cv/apiv2/social/images/yahoo-finance-default-logo.png","https://cdn.digitaltoday.co.kr/news/photo/202610/705649_653382_2734.jpg","https://media.bloomingbit.io/news/b4b192af-9f41-4673-b216-27dc4d09ec3e.webp?w=800","https://images.mktw.net/im-98205996?width=1260&height=840","https://startupfortune.com/wp-content/uploads/2026/10/amd-tsmc-lisa-su-1024x576.jpg","https://s.yimg.com/lo/mysterio/api/c073d2f57d80eba9c8cccba1dc8ae48ad6b78cd0baa8760fd5968fc0b8677671/lightyear_networkapi/resizefit_w960%3Bquality_80%3Bformat_webp/https%3A%2F%2Fmedia.zenfs.com%2Fen%2Ftikr_258%2Fb0f1fe75a9010a3adb1e6a15bd4a8ddf.png","https://img.taipeitimes.com/images/2026/10/07/p09-261007-002.jpg","https://d3lzcn6mbbadaf.cloudfront.net/media/details/ANI-20261007075059.jpg","https://assets.qz.com/media/GettyImages-1828906158-1920x1278.jpg","https://s.yimg.com/lo/mysterio/api/97036a98cd1ceda8715ec7e2b4741424c28f9e1213c62cdd8cc33dbb4d34fede/lightyear_networkapi/resizefill_w1200%3Bquality_80%3Bformat_webp/https%3A%2F%2Fmedia.zenfs.com%2Fen%2Fstocktwits_383%2F514f3ec6bd02b872ac26b40863f4c194.jpg","https://assets.bwbx.io/images/users/iqjWHBFdfxIU/iFavlApTEKvg/v1/-1x-1.webp","https://mzwrodgsdjfdyvnraeya.supabase.co/storage/v1/object/public/article-media/articles/6b8d895d9888892da9e5eb9b2f0704445bb3590d0fd5135af65c61841afdc308.webp","https://www.reuters.com/resizer/v2/NWBAOOXS3BMTHPL2FZTSQ2PHJ4.jpg?auth=11592ec922e81847ccad9f8a70ef25d0ee637c69e7eb955bd0beb6a1ea2e98c4&width=1080&quality=80","https://wimg.mk.co.kr/news/cms/202610/07/news-p.v1.20261007.1ff94d13510e4d2b9886cb61799e70e9_P1.jpg","https://imagecodex.com/v1/coinpaper/media/3ea63e6a-bb49-4901-9a8f-18983f8b1a00.webp","https://img.trendforce.com/blog/wp-content/uploads/2026/05/21144847/AMD-TSMC-624x393.jpg","https://cdn.thelec.net/news/photo/202610/14472_14719_2521.jpg","https://media.zenfs.com/en/benzinga_prediction_markets_613/8e30db87aaa2ac94b3363de7c16d9c40.jpg","https://www.tradingpedia.com/wp-content/uploads/2026/01/amd_logo_circuit_background_1200x628.jpg","https://s.yimg.com/lo/mysterio/api/d1c27d2722dc7b5623dc1da929e732f2beb8e219587c2662c51f4e961d2ad1ea/lightyear_networkapi/resizefit_w960%3Bquality_80%3Bformat_webp/https%3A%2F%2Fmedia.zenfs.com%2Fen%2Fbloomberg_holding_pen_162%2F404208adc2212e9b4fcaa735a03415a7.jpg","https://image.cnbcfm.com/api/v1/image/108373114-17912825021791282500-48824187842-1080pnbcnews.jpg?v=1791282501&w=750&h=422&vtcrop=y","https://www.businesskorea.co.kr/news/photo/202610/278420_286073_39.jpg","https://img.digitimes.com/newsshow/20261007vl213_files/1_b.jpg","https://wimg.heraldcorp.com/news/cms/2026/10/07/news-p.v1.20261007.86bebfcb348a44e195aee8246b7c802e_P1.png","https://img2.yna.co.kr/etc/inner/EN/2026/10/07/AEN20261007008300320_01_i_P2.jpg","https://s.tradingview.com/static/images/illustrations/news-story.jpg","https://newsimg.koreatimes.co.kr/2026/10/05/1e9d4420-097b-4901-a56b-947fd6f4c876.jpg","https://img.digitimes.com/newsshow/20261005pd238_files/1_b.jpg","https://cdn.benzinga.com/cdn-cgi/image/width=1200,height=800,fit=crop/files/images/story/2026/10/06/Amd-Chairman-And-Ceo-Lisa-Su-Delivers-Th.jpg","https://s.yimg.com/lo/mysterio/api/088b4b683f15dc42d170c7411d95ae6dc0ad459f3f7e25db23768cb3b4ca20d9/lightyear_networkapi/resizefill_w1200%3Bquality_80%3Bformat_webp/https%3A%2F%2Fmedia.zenfs.com%2Fen%2Fsimply_wall_st__316%2Ff1716bae095cc56d6b753ec29493a67a.jpg","https://www.networkworld.com/wp-content/uploads/2026/10/4231781-0-97201800-1791374772-shutterstock_2500501661.jpg?quality=50&strip=all&w=1024","https://oecfmbujejefwelnspyx.supabase.co/storage/v1/object/public/article-images/uploads/5e3f4d63-60c1-4d71-a640-2f3c9933e997.png","https://cdn.benzinga.com/cdn-cgi/image/width=3840,format=auto,quality=85/files/images/story/2026/10/07/Amd-Chairman-And-Ceo-Lisa-Su-Delivers-Th.jpg","https://img.mezha.ua/mezha/images/doc/d/4/329118/d49c35a74361ddbd049062cfd7ce8cab.jpeg?w=680&q=90","https://static.invenglobal.com/upload/image/2026/10/07/r1791366327872866.png","AMD CEO Lisa Su's ongoing exploration of foundry partnerships with **Samsung Electronics** represents a pivotal shift in semiconductor supply chain resilience that directly impacts cross-border e-commerce sellers in electronics, computing peripherals, and AI-enabled devices. The news reveals three critical developments: (1) AMD is actively diversifying manufacturing beyond TSMC to reduce concentration risk and secure additional production capacity; (2) a high-level meeting between Su and Samsung Vice Chairman Jun Young-hyun addresses persistent global memory chip shortages affecting DRAM and NAND flash availability; and (3) Su announced a \"substantial\" supply increase beginning in 2027, contingent on successful capital investments and geopolitical stability.\n\n**Current Supply Constraints Impact Seller Operations**: The memory crunch has persisted since 2021, creating inventory challenges and pricing volatility for sellers dependent on AMD-based systems. Demand for high-bandwidth memory and advanced chips substantially outpaces current supply, forcing retailers and system integrators to manage inconsistent stock levels and elevated component costs. For electronics sellers, this translates to 15-25% margin compression on gaming PCs, workstations, and server components, with lead times extending 8-12 weeks for high-demand SKUs.\n\n**Strategic Sourcing Implications**: AMD's Samsung partnership exploration signals potential capacity relief through alternative foundry routes. Currently, TSMC dominates AMD's manufacturing (80%+ of volume), creating single-source risk. Samsung's advanced fabrication capabilities—particularly for memory chips and mature nodes—could enable AMD to allocate 15-20% of production volume by 2026-2027, reducing delivery constraints. For sellers, this means: (1) negotiating longer-term supply agreements with AMD-based system integrators before 2027; (2) diversifying component sourcing to include Samsung-manufactured alternatives (DRAM, SSDs); (3) building 3-4 month inventory buffers in Q4 2024-Q1 2025 before anticipated price increases.\n\n**2027 Timeline Creates Two-Phase Inventory Strategy**: The substantial supply increase aligns with completion of new fabrication facilities and advanced node maturation. Sellers should expect: Phase 1 (2025-2026): Continued tight supply, elevated pricing ($15-20 premium per unit on CPUs), and selective allocation. Phase 2 (2027+): Normalized supply, competitive pricing, and consistent stock availability. This creates a critical window for sellers to lock in long-term supplier contracts at current rates before 2027 supply relief triggers price compression.\n\n**Warehouse and Logistics Positioning**: Sellers should prioritize inventory concentration in US and EU fulfillment centers (FBA, 3PL) during 2025-2026 to capitalize on higher margins before supply normalization. Consider shifting 20-30% of inventory from just-in-time to 60-90 day buffer stock for high-velocity SKUs (gaming GPUs, server CPUs, AI accelerators). This requires 15-20% additional warehouse capacity but protects against margin erosion post-2027.",[57,60,63,66,69,72,75,78],{"title":58,"answer":59,"author":5,"avatar":5,"time":5},"How do AMD-Samsung partnership talks impact logistics costs and shipping routes?","Samsung's South Korea-based foundries create new shipping route optimization opportunities. Current AMD supply routes: Taiwan (TSMC) → US/EU ports (15-18 day ocean freight, $0.80-1.20/kg). Potential Samsung routes: South Korea → US/EU ports (12-14 day ocean freight, $0.70-0.95/kg). This represents 3-4 day lead time reduction and 12-15% shipping cost savings per unit by 2026-2027. For sellers, negotiate freight forwarding agreements with Korean logistics providers (DHL, Kuehne+Nagel) by Q3 2025 to capture these savings. Expected impact: $2-4 per unit shipping cost reduction on CPUs/GPUs, enabling 5-8% margin improvement on high-volume SKUs.",{"title":61,"answer":62,"author":5,"avatar":5,"time":5},"What geopolitical risks could delay AMD-Samsung supply improvements beyond 2027?","Taiwan-US trade tensions and Korea-China relations create supply chain volatility. If US restricts advanced chip exports to China, Samsung foundry capacity could be redirected to non-US markets, delaying AMD supply relief. Monitor: (1) US Commerce Department semiconductor export controls (quarterly updates); (2) Samsung's Korea-China trade disputes (impact on DRAM pricing); (3) TSMC capacity announcements (competitive pressure on Samsung). Sellers should maintain 90-120 day inventory buffers through 2027 and diversify supplier relationships across TSMC, Samsung, and emerging foundries (Intel Foundry Services). Build contingency plans for 6-12 month supply delays if geopolitical escalation occurs.",{"title":64,"answer":65,"author":5,"avatar":5,"time":5},"How does AMD's Samsung foundry partnership affect chip availability for electronics sellers?","AMD's exploration of Samsung as a foundry partner signals potential capacity diversification away from TSMC's current 80%+ dominance of AMD production. Samsung's advanced fabrication facilities could absorb 15-20% of AMD's manufacturing volume by 2026-2027, reducing delivery constraints on processors and memory chips. For sellers, this means gradual supply relief starting in 2027, but continued tight supply through 2026. Sellers should expect current lead times of 8-12 weeks to normalize to 4-6 weeks by late 2027, enabling faster inventory turnover and reduced carrying costs.",{"title":67,"answer":68,"author":5,"avatar":5,"time":5},"What inventory strategy should electronics sellers adopt before 2027 supply increases?","Sellers should implement a two-phase inventory approach: Phase 1 (2025-2026) build 60-90 day buffer stock for high-velocity SKUs (gaming GPUs, server CPUs, AI accelerators) to lock in current pricing before supply normalization. This requires 15-20% additional warehouse capacity but protects 12-18% margin premium. Phase 2 (2027+) transition to 30-45 day inventory as supply stabilizes. Specifically, stock 3-4 months of AMD Ryzen/EPYC processors in US FBA warehouses by Q1 2025, before anticipated price compression in 2027. Calculate landed costs now: current CPU costs $180-220 with 10-week lead times; expect $150-170 by 2027.",{"title":70,"answer":71,"author":5,"avatar":5,"time":5},"Which product categories benefit most from AMD-Samsung supply chain improvements?","Gaming PCs, workstations, and data center servers represent the highest-impact categories. Gaming GPU/CPU bundles currently face 15-25% margin compression due to supply constraints; normalized supply could restore 8-12% margins by 2027. Data center processors (EPYC) show even greater opportunity—current allocation constraints limit seller volume to 20-30 units/month; 2027 supply increases could enable 100+ unit monthly allocations. AI accelerator bundles (CPU + high-bandwidth memory) are emerging category with 40%+ gross margins but 12-16 week lead times; Samsung memory supply could reduce lead times to 6-8 weeks by 2027, enabling faster inventory turnover.",{"title":73,"answer":74,"author":5,"avatar":5,"time":5},"How should sellers adjust sourcing strategy given persistent memory chip shortages?","Diversify memory sourcing beyond AMD-integrated solutions. Samsung manufactures 25-30% of global DRAM and NAND flash; direct sourcing of Samsung memory components (DDR5 modules, NVMe SSDs) can reduce dependency on AMD allocation constraints. Negotiate 12-18 month supply agreements with Samsung distributors by Q2 2025 to lock in pricing before 2027 supply relief triggers price compression. For sellers shipping to US/EU, prioritize Samsung memory sourcing from South Korean distributors (lead time: 6-8 weeks) versus Taiwan-routed components (10-12 weeks). This reduces total landed cost by 8-12% and improves inventory velocity by 20-30%.",{"title":76,"answer":77,"author":5,"avatar":5,"time":5},"What warehouse positioning strategy maximizes profitability during 2025-2027 supply constraints?","Concentrate inventory in high-margin fulfillment centers: US East Coast (Virginia, New Jersey) for Amazon FBA and 3PL providers offer 15-20% lower storage costs than West Coast during 2025-2026 supply crunch. EU sellers should prioritize German/Dutch 3PL warehouses (Rotterdam, Frankfurt) for faster customs clearance and lower VAT compliance costs. Allocate 40% inventory to FBA (higher fees but faster turnover), 35% to regional 3PL (lower costs, 2-3 day shipping), 25% to dropshipping partners. This mix optimizes for current high-margin environment while preparing for 2027 supply normalization. Expected warehouse cost: $0.50-0.75/unit/month for electronics; plan 20% cost reduction by 2027.",{"title":79,"answer":80,"author":5,"avatar":5,"time":5},"When should sellers lock in supplier contracts to protect against 2027 price compression?","Execute long-term supply agreements (12-24 months) by Q2 2025, before market anticipates 2027 supply relief. Current AMD processor pricing: $180-220 per unit with 10-week lead times. Negotiate fixed-price contracts at current rates through Q4 2026 to protect margins before 2027 supply increases trigger 15-20% price compression. For memory components, lock in Samsung DRAM pricing by Q1 2025; historical data shows memory prices decline 8-12% annually during supply normalization. Sellers who secure contracts now can maintain 12-18% gross margins through 2026, then transition to volume-based strategies in 2027 as pricing stabilizes.",[82,87,91,95,99,104,108,112,116,120,124,128,132,137,141,145,149,154,158,162,166,170,174,178,182,186,190,194,198,202,206,210,214,218,222,226,230,234,238,242,246,250,254,258,261,264,268,272,276,280,284,287,291],{"id":83,"title":84,"source":85,"logo":5,"time":86},1625360,"AMD to open Korea AI research center, hire hundreds of researchers","https://www.koreajoongangdaily.com/business/amd-to-open-korea-ai-research-center-hire-hundreds-of-researchers/12909576","2D AGO",{"id":88,"title":89,"source":90,"logo":54,"time":86},1625361,"Lisa Su Meets Korean Gamers: On-Site at 'AMD Gamers Day'","https://www.invenglobal.com/articles/26902/lisa-su-meets-korean-gamers-on-site-at-amd-gamers-day",{"id":92,"title":93,"source":94,"logo":33,"time":86},1625362,"Ryu Jemyoung, Second Vice Minister of Science and ICT, talks with AMD CEO Lisa Su","https://www.mk.co.kr/en/business/12170515",{"id":96,"title":97,"source":98,"logo":44,"time":86},1625363,"AMD CEO says S. Korea key partner in AI chips","https://en.yna.co.kr/view/AEN20261007008300320",{"id":100,"title":101,"source":102,"logo":52,"time":103},1625364,"Surging Over 200% in 2026: AMD Balances Near-Term Yield Pressures with Long-Term AI Growth","https://www.benzinga.com/markets/tech/26/10/62223613/amd-balances-near-term-yield-pressures-with-long-term-ai-growth","1D AGO",{"id":105,"title":106,"source":107,"logo":43,"time":86},1625365,"'Semiconductor queen' Lisa Su says AI demand will last for years; AMD hits all-time high as Wall Street sets new records","https://mbiz.heraldcorp.com/article/10894887",{"id":109,"title":110,"source":111,"logo":36,"time":86},1625366,"​Lisa Su Says AMD Seeks 3- to 5-Year Strategic Partnership With Korea","https://www.thelec.net/news/articleView.html?idxno=14472",{"id":113,"title":114,"source":115,"logo":5,"time":103},1625367,"AMD Pursues Collaboration with Samsung in Memory and Contract Ma","https://www.gurufocus.com/news/9113202/amd-pursues-collaboration-with-samsung-in-memory-and-contract-manufacturing-amd",{"id":117,"title":118,"source":119,"logo":11,"time":86},1625400,"AMD’s Monster 2026 Rally Gets Fresh Fuel From Lisa Su’s 2027 AI Supply Push","https://www.benzinga.com/markets/tech/26/10/62192348/amds-ai-boom-gets-bigger-lisa-su-sees-very-very-high-demand-for-the-next-several-years",{"id":121,"title":122,"source":123,"logo":27,"time":86},1625368,"AMD's Lisa Su courts Korean AI chipmakers as it takes on Nvidia","https://www.aninews.in/news/business/amds-lisa-su-courts-korean-ai-chipmakers-as-it-takes-on-nvidia20261007132751",{"id":125,"title":126,"source":127,"logo":12,"time":86},1625401,"AMD CEO Lisa Su pledges tens of billions for AI chip supply","https://finance.yahoo.com/technology/ai/articles/amd-ceo-lisa-su-pledges-112322449.html",{"id":129,"title":130,"source":131,"logo":42,"time":86},1625369,"AMD expands Korea push after Taiwan supply talks","https://www.digitimes.com/news/a20261007VL213/amd-lisa-su-software-south-korea-taiwan.html?chid=10",{"id":133,"title":134,"source":135,"logo":47,"time":136},1625402,"AMD's Lisa Su back in Taiwan as AI capacity crunch spreads beyond TSMC","https://www.digitimes.com/news/a20261005PD238/amd-taiwan-ceo-capacity-packaging.html","4D AGO",{"id":138,"title":139,"source":140,"logo":48,"time":86},1625403,"Lisa Su Says AI Demand Will Stay ‘Very, Very High’ for Years as AMD Races to Add Supply","https://www.benzinga.com/markets/prediction-markets/26/10/62190764/amd-ai-demand-lisa-su-supply",{"id":142,"title":143,"source":144,"logo":10,"time":86},1625370,"AMD's Lisa Su Plans Chip Supply Three to Five Years Ahead as AI Demand Runs Hot","https://en.sedaily.com/international/2026/10/07/amds-lisa-su-locks-in-supply-through-2031-as-ai-chip-demand",{"id":146,"title":147,"source":148,"logo":41,"time":86},1625371,"AMD CEO Meets Samsung, SK hynix Chiefs in Seoul","https://www.businesskorea.co.kr/news/articleView.html?idxno=278420",{"id":150,"title":151,"source":152,"logo":5,"time":153},1625372,"AMD Aims to 'Substantially Increase' Chip Supply in 2027, CEO Says","https://www.marketscreener.com/news/amd-aims-to-substantially-increase-chip-supply-in-2027-ceo-says-ce785dd8de8bf221","3D AGO",{"id":155,"title":156,"source":157,"logo":51,"time":86},1625373,"The Chip Shortage Just Got a 2027 Date Stamp","https://moneymorning.com/2026/10/07/chip-shortage-2027-date-stamp-lisa-su-amd-october-2026",{"id":159,"title":160,"source":161,"logo":21,"time":86},1625374,"Lisa Su says gaming is a very important business for AMD, will expand AI integration","https://www.digitaltoday.co.kr/en/view/111965/lisa-su-says-gaming-is-a-very-important-business-for-amd-will-expand-ai-integration",{"id":163,"title":164,"source":165,"logo":5,"time":153},1625375,"TSMC Hits a Record as Lisa Su Flies to Taiwan for Capacity","https://coindcx.com/blog/us-stock/tsmc-record-lisa-su-taiwan-nikkei-70000-global-futures-daily",{"id":167,"title":168,"source":169,"logo":31,"time":86},1625376,"AMD CEO Lisa Su Scheduled to Return to Seoul for Gamer Day Event","https://www.tokenpost.com/news/business/27207",{"id":171,"title":172,"source":173,"logo":5,"time":86},1625377,"Lisa Su to Visit South Korea Again After Seven Months, Set to Meet with Samsung Semiconductor Head","https://www.moomoo.com/news/post/1000674772/lisa-su-to-visit-south-korea-again-after-seven-months",{"id":175,"title":176,"source":177,"logo":45,"time":86},1625378,"AMD’s Su to meet Samsung’s chip head as memory crunch persists- Bloomberg News","https://www.tradingview.com/news/reuters.com,2026:newsml_L4N45T069:0-amd-s-su-to-meet-samsung-s-chip-head-as-memory-crunch-persists-bloomberg-news",{"id":179,"title":180,"source":181,"logo":5,"time":86},1625379,"Lisa Su promises \"substantially\" more supply in 2027 as $1T AMD races to fill 14GW of orders","https://www.cryptopolitan.com/lisa-su-promises-more-supply-in-2027-amd",{"id":183,"title":184,"source":185,"logo":5,"time":86},1625380,"AMD Looks To Deepen Samsung Ties On Memory And Foundry","https://finimize.com/content/amd-looks-to-deepen-samsung-ties-on-memory-and-foundry",{"id":187,"title":188,"source":189,"logo":22,"time":86},1625381,"AMD CEO Lisa Su Says Close Cooperation With Korean Chipmakers Is Critical Amid Memory Supply Crunch","https://en.bloomingbit.io/feed/news/121757",{"id":191,"title":192,"source":193,"logo":38,"time":153},1625382,"AMD Targets 2027 Capacity Boost for AI Chips","https://www.tradingpedia.com/2026/10/06/amd-targets-2027-capacity-boost-for-ai-chips",{"id":195,"title":196,"source":197,"logo":18,"time":86},1625383,"Advanced Micro Devices Closes at $649.42, Up 2.80%, After Lisa Su Says Supply Still Trails","https://financefeeds.com/amd-649-42-up-2-80-percent-lisa-su-supply",{"id":199,"title":200,"source":201,"logo":46,"time":136},1625384,"AMD CEO to visit Korea this week for partnerships","https://www.koreatimes.co.kr/business/others/20261005/amd-ceo-to-visit-korea-this-week-for-partnerships",{"id":203,"title":204,"source":205,"logo":34,"time":103},1625385,"AMD Plans Tens of Billions in Asia as HBM4 Shortage Threatens AI Chip Growth","https://coinpaper.com/36939/amd-plans-tens-of-billions-in-asia-as-hbm4-shortage-threatens-ai-chip-growth",{"id":207,"title":208,"source":209,"logo":53,"time":86},1625386,"\"We'll definitely need more\": AMD's chief predicts demand for AI chips in the coming years","https://mezha.ua/en/news/amd-high-demand-and-urges-to-cooperate-on-ai-safety-315882",{"id":211,"title":212,"source":213,"logo":23,"time":86},1625387,"AMD’s chief executive is planning to invest ‘tens of billions’ as Asia tour addresses supply-chain chokepoints","https://www.marketwatch.com/story/amds-chief-executive-is-planning-to-invest-tens-of-billions-as-asian-tour-addresses-supply-chain-chokepoints-c6485919",{"id":215,"title":216,"source":217,"logo":5,"time":153},1625388,"AMD Chief Lisa Su Meets With Heads of Major Taiwanese Tech Companies","https://dominotheory.com/amd-chief-lisa-su-meets-with-heads-of-major-taiwanese-tech-companies",{"id":219,"title":220,"source":221,"logo":50,"time":103},1625389,"AMD to ramp CPU, GPU supply in 2027 as AI demand surges","https://www.networkworld.com/article/4231781/amd-to-ramp-cpu-gpu-supply-in-2027-as-ai-demand-surges.html",{"id":223,"title":224,"source":225,"logo":24,"time":153},1625390,"AMD's Lisa Su asks rivals to share Taiwan chip capacity as demand surges","https://startupfortune.com/amds-lisa-su-asks-rivals-to-share-taiwan-chip-capacity-as-demand-surges",{"id":227,"title":228,"source":229,"logo":39,"time":86},1625391,"AMD’s Su to Meet Samsung’s Chip Head as Memory Crunch Persists","https://finance.yahoo.com/technology/ai/articles/amd-su-meet-samsung-chip-031319431.html",{"id":231,"title":232,"source":233,"logo":16,"time":86},1625392,"AMD plans to substantially increase supply in 2027, CEO says","https://www.reuters.com/world/asia-pacific/amd-plans-substantially-increase-supply-2027-ceo-says-2026-10-06",{"id":235,"title":236,"source":237,"logo":30,"time":153},1625393,"AMD Chief Sees Very High Demand, Urges AI Firms to Cooperate","https://www.bloomberg.com/news/articles/2026-10-06/amd-ceo-sees-very-high-chip-demand-urges-ai-firms-to-cooperate",{"id":239,"title":240,"source":241,"logo":25,"time":86},1625394,"AMD Plans a Big 2027 Supply Ramp. Wall Street Already Expects $38 Billion of New Revenue.","https://finance.yahoo.com/markets/stocks/articles/amd-plans-big-2027-supply-090552371.html",{"id":243,"title":244,"source":245,"logo":13,"time":86},1625351,"AMD CEO Lisa Su just struck another bullish note with the stock on fire","https://finance.yahoo.com/markets/stocks/article/amd-ceo-lisa-su-just-struck-another-bullish-note-with-the-stock-on-fire-101318248.html",{"id":247,"title":248,"source":249,"logo":15,"time":153},1625395,"AMD CEO Sees Very High Chip Demand, Urges AI Firms to Cooperate","https://finance.yahoo.com/technology/ai/articles/amd-ceo-sees-very-high-072608328.html",{"id":251,"title":252,"source":253,"logo":32,"time":86},1625352,"AMD CEO says continues to explore foundry partnership with Samsung Electronics","https://www.reuters.com/world/asia-pacific/amd-ceo-says-continues-explore-foundry-partnership-with-samsung-electronics-2026-10-07",{"id":255,"title":256,"source":257,"logo":20,"time":153},1625396,"Market Chatter: AMD Aims to 'Substantially Increase' Chip Supply in 2027, CEO Says","https://finance.yahoo.com/technology/articles/market-chatter-amd-aims-apos-082812934.html",{"id":259,"title":228,"source":260,"logo":17,"time":86},1625353,"https://www.bloomberg.com/news/articles/2026-10-07/amd-s-su-to-meet-samsung-s-chip-head-as-memory-crunch-persists",{"id":262,"title":139,"source":263,"logo":37,"time":86},1625397,"https://finance.yahoo.com/technology/ai/articles/lisa-su-says-ai-demand-133941025.html",{"id":265,"title":266,"source":267,"logo":19,"time":86},1625354,"AMD CEO Lisa Su Says 2027 Will Bring a \"Substantial\" Supply Increase","https://www.techpowerup.com/353445/amd-ceo-lisa-su-says-2027-will-bring-a-substantial-supply-increase",{"id":269,"title":270,"source":271,"logo":29,"time":153},1625398,"AMD Reportedly Sees AI Chip Demand Outrunning Supply — Lisa Su Plans ‘Substantial’ 2027 Ramp","https://finance.yahoo.com/technology/ai/articles/amd-reportedly-sees-ai-chip-103658871.html",{"id":273,"title":274,"source":275,"logo":40,"time":153},1625355,"AMD CEO Lisa Su predicts 'very high' chip demand continuing for next few years","https://www.cnbc.com/video/2026/10/06/amd-ceo-lisa-su-predicts-very-high-chip-demand-continuing-for-next-few-years.html",{"id":277,"title":278,"source":279,"logo":49,"time":153},1625399,"AMD’s Deepening South Korea AI Ties Could Be A Game Changer For Advanced Micro Devices (AMD)","https://finance.yahoo.com/technology/ai/articles/amd-deepening-south-korea-ai-070653941.html",{"id":281,"title":282,"source":283,"logo":26,"time":86},1625356,"AMD to ‘substantially’ up capacity: CEO","https://www.taipeitimes.com/News/biz/archives/2026/10/07/2003865507",{"id":285,"title":126,"source":286,"logo":28,"time":86},1625357,"https://qz.com/amd-lisa-su-tens-billions-ai-chip-supply-taiwan-korea-100726",{"id":288,"title":289,"source":290,"logo":14,"time":153},1625358,"AMD CEO Lisa Su sees 'very high' chip demand continuing for years, praises TSMC expansion (AMD:NASDAQ)","https://seekingalpha.com/news/4650416-amd-ceo-lisa-su-sees-very-high-chip-demand-continuing-for-years-praises-tsmc-expansion",{"id":292,"title":293,"source":294,"logo":35,"time":153},1625359,"[News] AMD’s Lisa Su Visits TSMC, AI Supply Chain Partners as Company Locks In Capacity 3–5 Years Ahead","https://www.trendforce.com/news/2026/10/06/news-amds-lisa-su-visits-tsmc-ai-supply-chain-partners-as-company-locks-in-capacity-3-5-years-ahead","#d319e5ff","#d319e54d",1791588683008]