AMD to Substantially Increase 2027 Chip Supply for AI, Not Consumers
AMD CEO Lisa Su says 2027 chip supply will rise substantially for AI and data centers, not consumer GPUs or CPUs.
TechRadar, citing Yahoo Finance, reported that AMD has been expanding chip production for AI. Su told the press: "We've been able to increase our supply as we've gone through 2026, and we're going to substantially increase our supply in 2027."
Su made the comment during a trip that included visits to Foxconn and TSMC, part of an effort to ensure AMD's CPU and GPU production can be increased to meet greater AI demand, TechRadar reported. The next stop on her trip is South Korea, where she will look to shore up memory chip supplies and is set to meet with Samsung and SK Hynix.
On the broader impact of AI, Su said the technology could be "incredibly good for the world" while cautioning about its risks and the need to cooperate on safety, according to TechRadar.
The report noted there was no mention of consumer products such as Radeon GPUs and Ryzen CPUs. TechRadar said AMD's clear focus on boosting AI supply is bad news for typical PC owners and could mean next year is an even leaner time for consumer chip supply, especially amid negative discussion about memory chip supply that is expected to worsen next year.
TechRadar described the situation as unsurprising because AI accelerators, or graphics cards, offer much more profit and AMD as a business can hardly afford to ignore that market. The report said the comments underline AMD's commitments, and PC owners on Reddit have voiced displeasure.
One Redditor wrote: "Yeah I have a feeling the consumer market will end up being 'whatever the data centers consider obsolete' soon. We might have to contend with buying used data center CPUs and GPUs soon."
TechRadar said that view goes a bit far and that others quickly noted that an old data center GPU cannot simply be put in a PC and run. The report cited issues around implementation and cooling, display output, which is not needed for a data center card, and the fact that many AI GPUs cannot run games at all.
Even so, TechRadar said the point remains that consumers are getting the short end of the stick because of the AI boom, a situation it traced to the invention of ChatGPT and other large language models. The report said it does not sound like the situation will get better next year and that this adds another worry to growing memory price concerns.
Editor's Summary AMD CEO Lisa Su said the company will substantially increase chip supply in 2027, focusing on AI and data center demand rather than consumer Radeon GPUs and Ryzen CPUs. TechRadar reported that the push could leave PC users facing tighter consumer chip supply and continued memory price worries. The comments also highlighted AMD's growing commitment to AI while drawing complaints from some PC owners.