AMD Ramps Up Taiwan Capacity as Global CPU Market Tightens The global CPU market has become increasingly precarious in recent times, with Advanced Micro Devices (AMD) CEO Lisa Su stating that the market is "tight" after meeting with key customers and partners in China and Taiwan.
This development underscores a fundamental shift in the industry, driven by artificial intelligence inferencing and agentic AI.
At the heart of this tightening market lies Taiwan, a country that has become an indispensable cog in the global AI supply chain.