AMD's Lisa Su back in Taiwan as AI capacity crunch spreads beyond TSMC

DIGITIMESOctober 5, 2026en

AMD CEO Lisa Su arrived in Taiwan on October 5 for a lightning visit, less than five months after her May trip. No major public events are scheduled, but meetings with key suppliers are planned. Industry sources said her core mission was to meet TSMC and, more importantly, to coordinate capacity with packaging, testing, and substrate suppliers that are facing tight supply and rising prices.

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