#AMD #LisaSu #ChechiWei #2nm
May 21, 2026 [Full Release] The annual technology event Computex is about to begin, and heavyweight figures in the global AI industry are arriving in Taiwan one after another. AMD CEO Lisa Su arrived in Taiwan on the 20th, taking the lead in launching her supply chain tour before NVIDIA CEO Jensen Huang's arrival. In addition to attending the AI Summit Forum on the 22nd, Su may also personally visit TSMC Chairman Chechi Wei to secure production capacity for 2nm advanced process technology and advanced packaging, thus securing a competitive position in advance....
What Lisa Su said
Written from the verified transcript and checked against it. Every figure links to the moment it was said.
Lisa Su, CEO of AMD, discussed her visit to Taiwan, where she announced a significant investment in the Taiwan ecosystem and supply chain, driven by surging AI demand. She highlighted the importance of the MI45 and the Helios system, which is on track to launch in the second half of 2026 with strong customer demand. Su praised TSMC as an incredible partner, noting AMD is the first HPC customer for TSMC's 2nm technology, with production ramp of the Venice EPYC CPU underway. She confirmed meeting C.C. Wei the previous day and expressed appreciation for his support. Su also mentioned expanding server processor production in Arizona, a developer day in Shanghai to promote an open ecosystem, and the growing role of CPUs in AI inference, expecting a shift toward more CPUs per GPU. She acknowledged a tight memory market and ongoing collaboration with suppliers.
Key takeaways
AMD announced a $10 billion investment in Taiwan's supply chain and ecosystem.
MI45 and Helios system are on track to launch in the second half of 2026 with significant customer demand.
AMD is the first HPC customer for TSMC's 2nm technology, with production ramp of Venice EPYC CPU started.
Su met C.C. Wei the day before the interview and thanked him for personal support.
AMD is ramping server processors in Arizona and will continue to expand in both Taiwan and Arizona.
Yeah. So, first of all, it's always great to be in Taiwan. Such a wonderful time to meet customers and partners. And yes, we made two big announcements today. One is a significant investment in the Taiwan ecosystem and supply chain, but AI infrastructure is requiring so much investment from them because we have to come together as an ecosystem to make that happen. We have great partners in Taiwan. We are ramping up our capacity like crazy. So across silicon and packaging, advanced packaging, substrates, rack scale systems, all of these areas. So very excited to be here and interact with a lot of our partners and very happy to be able to announce our investment.
I would say MI45 is going to be extremely important. I think people are really excited to have the next generation of AI technology and to accomplish Helios requires a lot of partnership from the entire Taiwan ecosystem. So very happy with how it's going. We're on track to launch in the second half of this year and there's very significant customer demand. So people are very excited for the Helios system.
Well, TSMC is an incredible partner and I have to say that we have had such a close partnership. The other thing we talked about is we're the first HPC customer in TSMC's 2nm technology. So we just started a production ramp of Venice, our new EPYC CPU. And we're always looking at how to have the broadest supply chain, but I have to say that TSMC has been an incredible partner for us.
This is the perfect time because you look at the demand for AI right now. I think the demand is far exceeding any of our expectations. We are seeing a significant adoption including increase of inference, increase of use of agentic AI, and we need more CPUs and we need more GPUs. And as a result, we're ramping up capacity for the most advanced technology. So this is the right time for us to invest significantly in the Taiwan ecosystem and we're very proud to be able to do that.
I'm so sad I won't be attending Computex this time. It's just the timing didn't quite work out. But I love coming to Taiwan. I think Computex is fantastic and I hope I can make it next year.
Yes, we have all of our top partners and customers and suppliers here with us. This is my chance to say a big thank you on behalf of all of AMD. We could not possibly grow and be successful with our products without the entire Taiwan ecosystem here with us. So it's really, I'm looking forward to thanking all of my partners.
Su, L. (2026, May 21). [Full Disclosure] LIVE: AMD CEO Lisa Su meets C.C. Wei to secure 2nm production [Interview transcript]. 台視新聞 TTV NEWS. CEOInterviews.AI. https://ceointerviews.ai/interview/926834/
MLA
Lisa Su. "[Full Disclosure] LIVE: AMD CEO Lisa Su meets C.C. Wei to secure 2nm production." 台視新聞 TTV NEWS, 21 May. 2026. Transcript, CEOInterviews.AI, https://ceointerviews.ai/interview/926834/.
BibTeX
@misc{su2026_926834,
author = {Lisa Su},
title = {[Full Disclosure] LIVE: AMD CEO Lisa Su meets C.C. Wei to secure 2nm production},
howpublished = {Interview transcript, 台視新聞 TTV NEWS. CEOInterviews.AI},
year = {2026},
month = {may},
url = {https://ceointerviews.ai/interview/926834/},
note = {Speaker-attributed transcript with timestamps}
}
