AMD's Lisa Su Sees 'Very High' Chip Demand for Years
At a glance
- First reported by Seeking Alpha: “AMD CEO Lisa Su sees 'very high' chip demand continuing for years, praises TSMC expansion”.
- Covered on BBN on Tuesday, October 6, 2026, at 4:30 AM ET on Europe Open, by Hank Ledger.
- Topics: AMD, TSMC, CEO.
- BBN covered this story before: AMD CEO Sees Chip Demand; Poland Revises GDP Up (October 6).
The real story
The reporting behind this segment. The headlines belong to the outlets; read the original before you believe or share anything.
- Seeking AlphaAMD CEO Lisa Su sees 'very high' chip demand continuing for years, praises TSMC expansion
What BBN said about it

Hank Ledger · Lead AnchorSeeking Alpha reports A-M-D CEO Lisa Su sees very high chip demand continuing for years, and praised TSMC's expansion.

Hank Ledger · Lead AnchorJoining us is Dolores Quagmire-Baptiste, bunker owner.
Dolores Quagmire-BaptisteHank, thank you. I'm broadcasting from four hundred square feet of reinforced concrete and I have never felt more vindicated. Demand for years?
Dolores Quagmire-BaptisteThat's a siren.

Hank Ledger · Lead AnchorDolores, it's a CEO saying business is good. Why does that confirm your bunker?
Dolores Quagmire-BaptisteBecause everyone is building everything at once. When a whole planet stacks chips like canned peaches, somebody knows something. My peaches are labelled.

Hank Ledger · Lead AnchorSeeking Alpha frames it as strong momentum for the A.I. and semiconductor cycle. Not as a warning. Nobody mentioned peaches.
Dolores Quagmire-BaptisteMomentum is just panic wearing running shoes, Hank. I haven't had a normal night's sleep since I bought a second generator. Named it Gerald.

Hank Ledger · Lead AnchorDale is a big fan of yours, by the way. He's off camera, weeping with joy into a thermos. Any final thoughts?
Dolores Quagmire-BaptisteYes. Tell Dale his handshake is the best part of the apocalypse. Also, my toilet is a bucket now. It's going great.
The story so far
- Reflection AI Beam, AMD Supply Plans, Informa Buys Clarion · Benzinga
- AMD CEO Sees Chip Demand; Poland Revises GDP Up · Bloomberg.com
- AMD's Lisa Su Sees 'Very High' Chip Demand for Years (this story)
- AMD CEO Says AI Demand Stays 'Very, Very High' for Years · Benzinga
- Americas Mixed: Bovespa Down 0.52%, TSX and Mexico Up · Benzinga
- Chip Industry CEO on Musk's Terafab and a TSMC Sublease · Seeking Alpha
- AMD CEO Plans 'Tens of Billions' on Asian Supply Chain · MarketWatch
From the archive: everything BBN aired on Tuesday, October 6, 2026 · the U.S. archive · all months


