AMD expects strong demand for chips and AI systems for years, and plans to expand supply with partners. Demand already exceeds supply, and memory and packaging shortages may limit sales, but planned expansion supports a stronger outlook.
That gives AMD a larger pool of possible buyers for its chips and AI systems. The main concern is that it cannot currently make enough to meet demand, and memory and packaging shortages may slow deliveries. Its plans to expand supply and work with suppliers years ahead make the demand story more supportive than those limits are harmful.
AMD says it needs more advanced wafer capacity and met with TSMC executives. The story reports no specific TSMC order or added sales, so it does not change TSMC's outlook.
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