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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

  1. 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.

  2. Hank Ledger · Lead AnchorJoining us is Dolores Quagmire-Baptiste, bunker owner.

  3. 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?

  4. Dolores Quagmire-BaptisteThat's a siren.

  5. Hank Ledger · Lead AnchorDolores, it's a CEO saying business is good. Why does that confirm your bunker?

  6. 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.

  7. Hank Ledger · Lead AnchorSeeking Alpha frames it as strong momentum for the A.I. and semiconductor cycle. Not as a warning. Nobody mentioned peaches.

  8. 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.

  9. 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?

  10. 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.

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The story so far

  1. Reflection AI Beam, AMD Supply Plans, Informa Buys Clarion · Benzinga
  2. AMD CEO Sees Chip Demand; Poland Revises GDP Up · Bloomberg.com
  3. AMD's Lisa Su Sees 'Very High' Chip Demand for Years (this story)
  4. AMD CEO Says AI Demand Stays 'Very, Very High' for Years · Benzinga
  5. Americas Mixed: Bovespa Down 0.52%, TSX and Mexico Up · Benzinga
  6. Chip Industry CEO on Musk's Terafab and a TSMC Sublease · Seeking Alpha
  7. 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