“The overall CPU market has seen significantly higher demand than any of us predicted a year ago,”

$AMD CEO Lisa Su said
“I would say the CPU market is tight.”
She said $AMD is ramping up capacity quickly and expects supply to increase every quarter this year, with significantly more supply planned for 2027 and beyond
Growth is being driven by AI inference and agentic AI, Su said
CPUs have taken center stage as companies and businesses move toward agentic AI, systems that perform autonomous functions, broadening demand beyond GPUs, which are mainly used to train large models
Su also met Chinese Vice Premier He Lifeng in Beijing on Monday. He said China welcomes companies like AMD to seize the opportunities presented by China’s development and deepen mutually beneficial cooperation
China accounts for about 20% of AMD’s revenue, Su said, adding that the country remains a very important market for the U.S. chip designer
“Frankly, you look at the size of the market and the size of our portfolio, and we’ll continue to partner very closely with our Chinese customers,” she said
She added that AMD will continue working closely with Chinese customers while complying with U.S. export controls that restrict shipments of some high-end AI chips