AMD’s chief executive is planning to invest ‘tens of billions’ as Asian tour addresses supply-chain chokepoints

AMD’s chief executive is planning to invest ‘tens of billions’ as Asian tour addresses supply-chain chokepoints AMD’s chief executive is planning to invest ‘tens of billions’ as Asian tour addresses supply-chain chokepoints Lisa Su visits Taiwan and Korea, hoping to secure precious chip supplies as the memory crunch persists CEO of Advanced Micro Devices (AMD) Lisa Su has been meeting executives in Taiwan and South Korea. Investors in the AI ecosystem may be reassured by the bullish outlook for the sector broadcast by the Advanced Micro Devices chair and chief executive during her tour of Northeast Asia this week, where Lisa Su has been meeting with semiconductor manufacturers and AI companies in Taipei and Seoul. Press conferences on consecutive days underline her message: “strong demand for more compute,” “AI is incredibly good for the world,” and “memory is overall supply-constrained.” Copyright ©2026 MarketWatch, Inc.

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Jules Rimmer is a markets reporter in London. Rimmer spent more than 30 years as a trader and stockbroker, starting at Salomon Brothers in the “Liar's Poker” era, taking in ING Barings, Jefferies and ending it in emerging markets at Investec. He hung up his headset and pivoted to journalism in 2021.

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