AMD Chief Executive Lisa Su is preparing to commit tens of billions of dollars to strengthen the company’s supply chain across Asia.
The planned investment follows a tour of Taiwan and South Korea, where Su met with key manufacturing and technology partners.
The trip highlights growing pressure on chipmakers to secure production capacity amid persistent global shortages.
Su’s discussions focused on advanced chip packaging, memory supplies, and foundry services critical to AMD’s product roadmap.
Taiwan is home to TSMC, AMD’s primary contract chipmaker, while South Korea hosts memory giants Samsung and SK Hynix.
Supply-chain bottlenecks have slowed deliveries of processors used in data centers, personal computers, and AI accelerators.
AMD aims to reduce risks by diversifying suppliers and deepening ties with Asian partners over the coming years.
The investment figure, while not final, signals AMD’s intent to scale operations and meet rising demand for high-performance chips.
Analysts note that such spending could improve lead times and stabilize costs for AMD’s customers.
Details on specific projects, timelines, or locations have not been disclosed.
The move mirrors similar efforts by rivals like Nvidia and Intel to lock in manufacturing capacity across the region.
AMD’s stock has been volatile as investors weigh growth potential against execution risks in a competitive market.
Su’s Asian tour underscores how geopolitical tensions and trade policies increasingly shape semiconductor strategy.
The company has not commented on whether the investment will be funded through cash reserves or new debt.
Industry watchers expect further announcements as AMD finalizes agreements with suppliers in the coming months.
