AMD Says Compute Demand Still Exceeds Supply as 2027 Expansion Looms

$AMD CEO Lisa Su says compute demand continues to run ahead of supply, with the company able to "definitely use more" capacity even after increasing supply this year.
AMD plans to substantially increase supply in 2027 as $TSM brings additional capacity online. Memory also remains constrained across the industry, adding another bottleneck as AI compute demand continues to expand.
The comments suggest supply rather than demand remains the limiting factor for AMD's growth trajectory.