AMD’s chief says demand is outrunning supply, and that AI should police itself

AMD’s Lisa Su said chip demand is running ahead of supply and will stay very high for years, and urged the AI industry to work together as an ecosystem on safety rather than naming any regulator. The European Commission has been able to inspect models, restrict market access and fine providers 3% of global turnover since 2 August.

AMD’s chief executive says demand for its chips is running ahead of supply and will stay very high for years. She also says the AI industry should work together on safety. The European Commission has been able to inspect models and fine their makers since August.

Lisa Su told reporters in Taipei that AMD increased its own supply and capacity this year and demand is higher still, and that it will substantially increase supply in 2027, as Bloomberg reported. She was visiting supply chain partners including TSMC.

She called AI “incredibly good for the world” and said she does not believe it will harm people, as others in the industry have suggested it might.

What she proposes instead of rules is cooperation.

The most important part, she said, is that “we work together as an ecosystem“, and she called the Trump administration’s Super Intelligence Force an important step forward. Four officials were named to lead it at the weekend. The body has no statutory authority, no budget and no place in government.

One of the four, the Federal Trade Commission chairman Andrew Ferguson, runs the inquiry into OpenAI and Anthropic.

Europe did not wait for an ecosystem. Since 2 August the Commission has been able to demand evaluations before a model reaches the market, restrict access to it and fine 3% of turnover or EUR 15M, whichever is higher. Providers based outside the EU have to appoint a representative inside it.

Spain’s prime minister put it less diplomatically.

Pedro Sanchez said in September that self-regulation does not work, and that part of the goal behind the industry’s own safety warnings may be to attract investors.

The money, meanwhile, is going east.

Su repeated a pledge from May to put more than $10B into Taiwan, covering packaging capacity through ASE and SPIL and supply for the Helios rack platform. She said the island remains critical to AMD and to the semiconductor supply chain.

No comparable European commitment has been announced.

AMD passed a trillion dollars in market value last month, and is buying Fei-Fei Li’s World Labs for $8.2B, a deal that still needs regulatory clearance.