Advanced Micro Devices (AMD): AMD CEO Lisa Su seeks more TSMC production capacity
AMD CEO Lisa Su is in Taiwan urgently seeking more TSMC production capacity, having positive discussions with Foxconn and meeting TSMC on Oct 6. She stated demand outstrips supply and AMD plans to substantially increase supply in 2027. The market reacted positively on Oct 6 but was flat on Oct 7, suggesting anticipation of a concrete outcome.
Decisive step within 5 trading days65%model’s estimate, 07.10 18:00 NY
Direction if it comes▲ risemedium
Already in the pricepartly10 events
What is pendingTSMC announces additional capacity allocation for AMDThe positive stock move on Oct 6 reflects optimism from her statements, but the flat Oct 7 and slight net decline since Oct 5 indicate that a formal deal is not yet fully priced in.
Move beyond the market by session
In typical days (σ): the move of AMD beyond its usual link to QQQ. Darker bars are days with an event of the storyline; R marks a report window.
Chronology
Events of the storyline in the order they reached our feed, New York time. An event is one fact; its first headline and up to three other reports are shown.
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FJTaipeiland's Lisa Su: had a positive discussion with Foxconn
reports in all: 2
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FJTaipelamd's Lisa Su: to meet TSMC later today
MNF00:50LISA SU SAYS SHE WILL MEET TSMC LATER TODAY
reports in all: 3
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MNFTAIPEILAND'S LISA SU: SEES STRONG DEMAND FOR NEXT SEVERAL YEARS, CREDITS TSMC FOR EXPANDING CAPACITY
MNF00:52AMD CEO LISA SU: EXPECTS STRONG DEMAND FOR SEVERAL YEARS, THANKS TSMC FOR EXPANDING CAPACITY
SA04:31AMD CEO Lisa Su sees 'very high' chip demand continuing for years, praises TSMC expansion
BENZ09:42Lisa Su Says AI Demand Will Stay ‘Very, Very High’ for Years as AMD Races to Add Supply
reports in all: 10
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FJTaipeiAMD’s Lisa Su: Taiwan supply chain critical to entire semiconductor industry
FJ00:57Taipei AMD’s Lisa Su: Taiwan crucial for chipmaker
MNF00:57AMD CEO LISA SU: TAIWAN'S SUPPLY CHAIN IS IMPORTANT TO THE GLOBAL SEMICONDUCTOR INDUSTRY
MNF00:58AMD'S LISA SU: TAIWAN REMAINS ESSENTIAL TO AMD
reports in all: 8
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FJTaipeiMD's Lisa Su: always focused on packaging innovation
MNF00:59LISA SU: AMD IS CONSTANTLY LOOKING AT PACKAGING INNOVATION
reports in all: 3
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RTRSAMD plans to substantially increase supply in 2027, CEO says
YF06:46AMD Reportedly Sees AI Chip Demand Outrunning Supply — Lisa Su Plans ‘Substantial’ 2027 Ramp
YF07:15AMD Plans Substantial Chip Supply Increase in 2027 as AI Demand Grows
YF08:54AMD CEO Lisa Su plans major AI chip supply ramp in 2027
reports in all: 7
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BBGAMD CEO Sees Very High Chip Demand, Urges AI Firms to Cooperate
reports in all: 2
Evening assessments
Every evening at 22:00 UTC while the storyline had news in the last three days. The model saw only the events that had arrived by then and the daily moves of the stock beyond the market.
65%−25 ▲ TSMC announces additional capacity allocation for AMD
AMD CEO Lisa Su is in Taiwan urgently seeking more TSMC production capacity, having positive discussions with Foxconn and meeting TSMC on Oct 6. She stated demand outstrips supply and AMD plans to substantially increase supply in 2027. The market reacted positively on Oct 6 but was flat on Oct 7, suggesting anticipation of a concrete outcome.
Why: The positive stock move on Oct 6 reflects optimism from her statements, but the flat Oct 7 and slight net decline since Oct 5 indicate that a formal deal is not yet fully priced in. · size: medium · priced in: partly
What the model was given · DeepSeek-V4-Flash, thinking high · a2
Company: AMD (Advanced Micro Devices). Now: 2026-10-07 22:00 UTC (Wednesday). Storyline: AMD CEO Lisa Su seeks more TSMC production capacity Chronology (UTC): - 10-05 07:36 ICYMI | Lisa Su Urgently Comes To Taiwan To Compete For Production Capacity; AMD Seeks More Supply From TSMC, Packaging And Testing, And Substrate Manufacturers – Digitimes - 10-06 04:48 Taipeiland's Lisa Su: had a positive discussion with Foxconn - 10-06 04:49 Taipelamd's Lisa Su: to meet TSMC later today - 10-06 04:49 TaipeiAMD's Lisa Su: demand outstrips supply (+1 similar) - 10-06 04:51 LISA SU: AMD HAS BOOSTED SUPPLY THIS YEAR, THOUGH MORE WOULD BE WELCOME (+1 similar) - 10-06 04:52 TAIPEILAND'S LISA SU: SEES STRONG DEMAND FOR NEXT SEVERAL YEARS, CREDITS TSMC FOR EXPANDING CAPACITY (+2 similar) - 10-06 04:57 TaipeiAMD’s Lisa Su: Taiwan supply chain critical to entire semiconductor industry - 10-06 04:58 TaipeiMD's Lisa Su: always focused on packaging innovation (+1 similar) - 10-06 07:25 AMD plans to substantially increase supply in 2027, CEO says (+2 similar) - 10-06 07:36 AMD CEO Sees Very High Chip Demand, Urges AI Firms to Cooperate Stock move beyond the market by session, in typical days (sigma): 09-30 +0.1, 10-01 -0.0, 10-02 +0.3, 10-05 -0.8, 10-06 +0.6, 10-07 +0.0
90%+30 ▲ The result of the meeting with TSMC (decision on additional capacity allocation)
AMD CEO Lisa Su is in Taiwan urgently seeking additional production capacity from TSMC and other suppliers. She had a positive meeting with Foxconn and is scheduled to meet TSMC later today, stating that demand outstrips supply and that AMD plans to substantially increase supply in 2027. The outcome of the TSMC meeting is pending.
Why: The meeting could lead to TSMC allocating more capacity to AMD, easing supply constraints and supporting future growth. · size: medium · priced in: little · date: 06.10
What the model was given · DeepSeek-V4-Flash, thinking high · a2
Company: AMD (Advanced Micro Devices). Now: 2026-10-06 22:00 UTC (Tuesday). Storyline: AMD CEO Lisa Su seeks more TSMC production capacity Chronology (UTC): - 10-05 07:36 ICYMI | Lisa Su Urgently Comes To Taiwan To Compete For Production Capacity; AMD Seeks More Supply From TSMC, Packaging And Testing, And Substrate Manufacturers – Digitimes - 10-06 04:48 Taipeiland's Lisa Su: had a positive discussion with Foxconn - 10-06 04:49 Taipelamd's Lisa Su: to meet TSMC later today - 10-06 04:49 TaipeiAMD's Lisa Su: demand outstrips supply (+1 similar) - 10-06 04:51 LISA SU: AMD HAS BOOSTED SUPPLY THIS YEAR, THOUGH MORE WOULD BE WELCOME (+1 similar) - 10-06 04:52 TAIPEILAND'S LISA SU: SEES STRONG DEMAND FOR NEXT SEVERAL YEARS, CREDITS TSMC FOR EXPANDING CAPACITY (+2 similar) - 10-06 04:57 TaipeiAMD’s Lisa Su: Taiwan supply chain critical to entire semiconductor industry - 10-06 04:58 TaipeiMD's Lisa Su: always focused on packaging innovation (+1 similar) - 10-06 07:25 AMD plans to substantially increase supply in 2027, CEO says (+2 similar) - 10-06 07:36 AMD CEO Sees Very High Chip Demand, Urges AI Firms to Cooperate Stock move beyond the market by session, in typical days (sigma): 09-29 -0.2, 09-30 +0.1, 10-01 -0.0, 10-02 +0.3, 10-05 -0.8, 10-06 +0.6
60% • Announcement of additional capacity allocation from TSMC to AMD
AMD CEO Lisa Su has urgently traveled to Taiwan to secure additional production capacity from TSMC, packaging and testing, and substrate manufacturers, as reported by Digitimes. The stock fell 0.8 sigma on the news, suggesting market concerns about costs or supply constraints. Pending is the outcome of her meetings and any official announcements on capacity allocation.
Why: The negative stock move indicates some skepticism is already priced in, but a successful capacity deal could reverse the sentiment, though the exact terms and market reaction remain uncertain. · size: medium · priced in: partly
What the model was given · DeepSeek-V4-Flash, thinking high · a2
Company: AMD (Advanced Micro Devices). Now: 2026-10-05 22:00 UTC (Monday). Storyline: AMD CEO Lisa Su seeks more TSMC production capacity Chronology (UTC): - 10-05 07:36 ICYMI | Lisa Su Urgently Comes To Taiwan To Compete For Production Capacity; AMD Seeks More Supply From TSMC, Packaging And Testing, And Substrate Manufacturers – Digitimes Stock move beyond the market by session, in typical days (sigma): 09-28 -0.5, 09-29 -0.2, 09-30 +0.1, 10-01 -0.0, 10-02 +0.3, 10-05 -0.8
How the model built the storyline
For each event the model was shown the company’s active storylines and chose: continue one, start a new one or treat the event as a one-off.
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New storyline · ICYMI | Lisa Su Urgently Comes To Taiwan To Compete For Production Capacity; AMD Seeks More Supply From TSMC, Packaging And Testing, And Substrate Manufacturers – Digitimes
Question and answer · DeepSeek-V4-Flash, thinking high · s2
Company: AMD (Advanced Micro Devices) New event (10-05 07:36 UTC): ICYMI | Lisa Su Urgently Comes To Taiwan To Compete For Production Capacity; AMD Seeks More Supply From TSMC, Packaging And Testing, And Substrate Manufacturers – Digitimes Storylines: 1. AMD's $8.2B AI spending plan first (10-02 18:04): Advanced Micro Devices Is Spending $8.2 Billion to Learn What AI Needs Next 2. AMD unveils Ross Agentic AI for embedded engineering first (09-30 18:21): AMD Unveils Ross Agentic AI To Accelerate Embedded Engineering latest (10-01 16:06): AMD Stock Slides as New AI Agent Launch Fails to Lift Shares 3. HPE gets $1.2B AMD gear order from Vultr first (09-30 11:54): HPE Gets $1.2 Billion AMD Gear Order From Vultr in Latest AI Win latest (10-01 01:17): Hewlett Packard Stock Just Got a Big Boost Powered by AMD 4. AMD hires AI 'godmother' Fei-Fei Li first (09-29 09:31): AMD snags AI’s ‘godmother’ 5. AMD and NVIDIA lobby Trump on China chip exports first (09-29 08:48): NVIDIA and AMD up White House lobbying on China exports - Politico 6. AMD acquires World Labs AI startup first (09-28 20:05): AMD TO ACQUIRE WORLD LABS TO ADVANCE THE FUTURE OF AI COMPUTE: GNW 7. Perplexity puts AI agents on local PCs with AMD first (09-28 16:45): AMD Stock Drops 4.5% as Perplexity Puts Agents on Local PCs 8. Intel's price hike benefits AMD first (09-17 17:09): AMD: The Biggest Winner Of Intel's Price Hike latest (09-27 15:08): Intel CEO Lip-Bu Tan Has Incredible News for AMD Stock Investors 9. AMD considers glass substrates for chips first (09-25 20:02): SCHMID surges after Nvidia, AMD, Intel consider using glass substrates in chips → {"story": 0, "title": "AMD CEO Lisa Su seeks more TSMC production capacity"} -
Continues the storyline · Taipeiland's Lisa Su: had a positive discussion with Foxconn
Question and answer · DeepSeek-V4-Flash, thinking high · s2
Company: AMD (Advanced Micro Devices) New event (10-06 04:48 UTC): Taipeiland's Lisa Su: had a positive discussion with Foxconn Storylines: 1. AMD may issue 320M shares to OpenAI and Meta at $0.01 each first (10-05 10:24): AMD Has Promised OpenAI and Meta Up to 320 Million Shares for a Penny Each. Here's What That Does to the Share Count. 2. AMD CEO Lisa Su seeks more TSMC production capacity first (10-05 07:36): ICYMI | Lisa Su Urgently Comes To Taiwan To Compete For Production Capacity; AMD Seeks More Supply From TSMC, Packaging And Testing, And Substrate Manufacturers – Digitimes 3. AMD's $8.2B AI spending plan first (10-02 18:04): Advanced Micro Devices Is Spending $8.2 Billion to Learn What AI Needs Next 4. AMD unveils Ross Agentic AI for embedded engineering first (09-30 18:21): AMD Unveils Ross Agentic AI To Accelerate Embedded Engineering latest (10-01 16:06): AMD Stock Slides as New AI Agent Launch Fails to Lift Shares 5. HPE gets $1.2B AMD gear order from Vultr first (09-30 11:54): HPE Gets $1.2 Billion AMD Gear Order From Vultr in Latest AI Win latest (10-01 01:17): Hewlett Packard Stock Just Got a Big Boost Powered by AMD 6. AMD hires AI 'godmother' Fei-Fei Li first (09-29 09:31): AMD snags AI’s ‘godmother’ 7. AMD and NVIDIA lobby Trump on China chip exports first (09-29 08:48): NVIDIA and AMD up White House lobbying on China exports - Politico 8. AMD acquires World Labs AI startup first (09-28 20:05): AMD TO ACQUIRE WORLD LABS TO ADVANCE THE FUTURE OF AI COMPUTE: GNW 9. Perplexity puts AI agents on local PCs with AMD first (09-28 16:45): AMD Stock Drops 4.5% as Perplexity Puts Agents on Local PCs 10. Intel's price hike benefits AMD first (09-17 17:09): AMD: The Biggest Winner Of Intel's Price Hike latest (09-27 15:08): Intel CEO Lip-Bu Tan Has Incredible News for AMD Stock Investors 11. AMD considers glass substrates for chips first (09-25 20:02): SCHMID surges after Nvidia, AMD, Intel consider using glass substrates in chips → {"story": 2} -
Continues the storyline · Taipelamd's Lisa Su: to meet TSMC later today
Question and answer · DeepSeek-V4-Flash, thinking high · s2
Company: AMD (Advanced Micro Devices) New event (10-06 04:49 UTC): Taipelamd's Lisa Su: to meet TSMC later today Storylines: 1. AMD CEO Lisa Su seeks more TSMC production capacity first (10-05 07:36): ICYMI | Lisa Su Urgently Comes To Taiwan To Compete For Production Capacity; AMD Seeks More Supply From TSMC, Packaging And Testing, And Substrate Manufacturers – Digitimes latest (10-06 04:48): Taipeiland's Lisa Su: had a positive discussion with Foxconn 2. AMD may issue 320M shares to OpenAI and Meta at $0.01 each first (10-05 10:24): AMD Has Promised OpenAI and Meta Up to 320 Million Shares for a Penny Each. Here's What That Does to the Share Count. 3. AMD's $8.2B AI spending plan first (10-02 18:04): Advanced Micro Devices Is Spending $8.2 Billion to Learn What AI Needs Next 4. AMD unveils Ross Agentic AI for embedded engineering first (09-30 18:21): AMD Unveils Ross Agentic AI To Accelerate Embedded Engineering latest (10-01 16:06): AMD Stock Slides as New AI Agent Launch Fails to Lift Shares 5. HPE gets $1.2B AMD gear order from Vultr first (09-30 11:54): HPE Gets $1.2 Billion AMD Gear Order From Vultr in Latest AI Win latest (10-01 01:17): Hewlett Packard Stock Just Got a Big Boost Powered by AMD 6. AMD hires AI 'godmother' Fei-Fei Li first (09-29 09:31): AMD snags AI’s ‘godmother’ 7. AMD and NVIDIA lobby Trump on China chip exports first (09-29 08:48): NVIDIA and AMD up White House lobbying on China exports - Politico 8. AMD acquires World Labs AI startup first (09-28 20:05): AMD TO ACQUIRE WORLD LABS TO ADVANCE THE FUTURE OF AI COMPUTE: GNW 9. Perplexity puts AI agents on local PCs with AMD first (09-28 16:45): AMD Stock Drops 4.5% as Perplexity Puts Agents on Local PCs 10. Intel's price hike benefits AMD first (09-17 17:09): AMD: The Biggest Winner Of Intel's Price Hike latest (09-27 15:08): Intel CEO Lip-Bu Tan Has Incredible News for AMD Stock Investors 11. AMD considers glass substrates for chips first (09-25 20:02): SCHMID surges after Nvidia, AMD, Intel consider using glass substrates in chips → {"story": 1} -
Continues the storyline · TaipeiAMD's Lisa Su: demand outstrips supply
Question and answer · DeepSeek-V4-Flash, thinking high · s2
Company: AMD (Advanced Micro Devices) New event (10-06 04:49 UTC): TaipeiAMD's Lisa Su: demand outstrips supply also reported: AMD CEO SAYS DEMAND IS HIGHER THAN SUPPLY Storylines: 1. AMD CEO Lisa Su seeks more TSMC production capacity first (10-05 07:36): ICYMI | Lisa Su Urgently Comes To Taiwan To Compete For Production Capacity; AMD Seeks More Supply From TSMC, Packaging And Testing, And Substrate Manufacturers – Digitimes latest (10-06 04:49): Taipelamd's Lisa Su: to meet TSMC later today 2. AMD may issue 320M shares to OpenAI and Meta at $0.01 each first (10-05 10:24): AMD Has Promised OpenAI and Meta Up to 320 Million Shares for a Penny Each. Here's What That Does to the Share Count. 3. AMD's $8.2B AI spending plan first (10-02 18:04): Advanced Micro Devices Is Spending $8.2 Billion to Learn What AI Needs Next 4. AMD unveils Ross Agentic AI for embedded engineering first (09-30 18:21): AMD Unveils Ross Agentic AI To Accelerate Embedded Engineering latest (10-01 16:06): AMD Stock Slides as New AI Agent Launch Fails to Lift Shares 5. HPE gets $1.2B AMD gear order from Vultr first (09-30 11:54): HPE Gets $1.2 Billion AMD Gear Order From Vultr in Latest AI Win latest (10-01 01:17): Hewlett Packard Stock Just Got a Big Boost Powered by AMD 6. AMD hires AI 'godmother' Fei-Fei Li first (09-29 09:31): AMD snags AI’s ‘godmother’ 7. AMD and NVIDIA lobby Trump on China chip exports first (09-29 08:48): NVIDIA and AMD up White House lobbying on China exports - Politico 8. AMD acquires World Labs AI startup first (09-28 20:05): AMD TO ACQUIRE WORLD LABS TO ADVANCE THE FUTURE OF AI COMPUTE: GNW 9. Perplexity puts AI agents on local PCs with AMD first (09-28 16:45): AMD Stock Drops 4.5% as Perplexity Puts Agents on Local PCs 10. Intel's price hike benefits AMD first (09-17 17:09): AMD: The Biggest Winner Of Intel's Price Hike latest (09-27 15:08): Intel CEO Lip-Bu Tan Has Incredible News for AMD Stock Investors 11. AMD considers glass substrates for chips first (09-25 20:02): SCHMID surges after Nvidia, AMD, Intel consider using glass substrates in chips → {"story": 1} -
Continues the storyline · LISA SU: AMD HAS BOOSTED SUPPLY THIS YEAR, THOUGH MORE WOULD BE WELCOME
Question and answer · DeepSeek-V4-Flash, thinking high · s2
Company: AMD (Advanced Micro Devices) New event (10-06 04:51 UTC): LISA SU: AMD HAS BOOSTED SUPPLY THIS YEAR, THOUGH MORE WOULD BE WELCOME also reported: AMD CEO Storylines: 1. AMD coordinates with memory suppliers to meet demand first (10-06 04:51): TAIPAIMD’S LISA SU: COLLABORATING WITH MEMORY SUPPLIERS TO COORDINATE WITH CUSTOMERS 2. AMD CEO Lisa Su seeks more TSMC production capacity first (10-05 07:36): ICYMI | Lisa Su Urgently Comes To Taiwan To Compete For Production Capacity; AMD Seeks More Supply From TSMC, Packaging And Testing, And Substrate Manufacturers – Digitimes latest (10-06 04:49): TaipeiAMD's Lisa Su: demand outstrips supply 3. AMD may issue 320M shares to OpenAI and Meta at $0.01 each first (10-05 10:24): AMD Has Promised OpenAI and Meta Up to 320 Million Shares for a Penny Each. Here's What That Does to the Share Count. 4. AMD's $8.2B AI spending plan first (10-02 18:04): Advanced Micro Devices Is Spending $8.2 Billion to Learn What AI Needs Next 5. AMD unveils Ross Agentic AI for embedded engineering first (09-30 18:21): AMD Unveils Ross Agentic AI To Accelerate Embedded Engineering latest (10-01 16:06): AMD Stock Slides as New AI Agent Launch Fails to Lift Shares 6. HPE gets $1.2B AMD gear order from Vultr first (09-30 11:54): HPE Gets $1.2 Billion AMD Gear Order From Vultr in Latest AI Win latest (10-01 01:17): Hewlett Packard Stock Just Got a Big Boost Powered by AMD 7. AMD hires AI 'godmother' Fei-Fei Li first (09-29 09:31): AMD snags AI’s ‘godmother’ 8. AMD and NVIDIA lobby Trump on China chip exports first (09-29 08:48): NVIDIA and AMD up White House lobbying on China exports - Politico 9. AMD acquires World Labs AI startup first (09-28 20:05): AMD TO ACQUIRE WORLD LABS TO ADVANCE THE FUTURE OF AI COMPUTE: GNW 10. Perplexity puts AI agents on local PCs with AMD first (09-28 16:45): AMD Stock Drops 4.5% as Perplexity Puts Agents on Local PCs 11. Intel's price hike benefits AMD first (09-17 17:09): AMD: The Biggest Winner Of Intel's Price Hike latest (09-27 15:08): Intel CEO Lip-Bu Tan Has Incredible News for AMD Stock Investors 12. AMD considers glass substrates for chips first (09-25 20:02): SCHMID surges after Nvidia, AMD, Intel consider using glass substrates in chips → {"story": 2} -
Continues the storyline · TAIPEILAND'S LISA SU: SEES STRONG DEMAND FOR NEXT SEVERAL YEARS, CREDITS TSMC FOR EXPANDING CAPACITY
Question and answer · DeepSeek-V4-Flash, thinking high · s2
Company: AMD (Advanced Micro Devices) New event (10-06 04:52 UTC): TAIPEILAND'S LISA SU: SEES STRONG DEMAND FOR NEXT SEVERAL YEARS, CREDITS TSMC FOR EXPANDING CAPACITY also reported: AMD CEO LISA SU: EXPECTS STRONG DEMAND FOR SEVERAL YEARS, THANKS TSMC FOR EXPANDING CAPACITY also reported: Lisa Su Says AI Demand Will Stay ‘Very, Very High’ for Years as AMD Races to Add Supply Storylines: 1. AMD CEO Lisa Su seeks more TSMC production capacity first (10-05 07:36): ICYMI | Lisa Su Urgently Comes To Taiwan To Compete For Production Capacity; AMD Seeks More Supply From TSMC, Packaging And Testing, And Substrate Manufacturers – Digitimes latest (10-06 04:51): LISA SU: AMD HAS BOOSTED SUPPLY THIS YEAR, THOUGH MORE WOULD BE WELCOME 2. AMD coordinates with memory suppliers to meet demand first (10-06 04:51): TAIPAIMD’S LISA SU: COLLABORATING WITH MEMORY SUPPLIERS TO COORDINATE WITH CUSTOMERS 3. AMD may issue 320M shares to OpenAI and Meta at $0.01 each first (10-05 10:24): AMD Has Promised OpenAI and Meta Up to 320 Million Shares for a Penny Each. Here's What That Does to the Share Count. 4. AMD's $8.2B AI spending plan first (10-02 18:04): Advanced Micro Devices Is Spending $8.2 Billion to Learn What AI Needs Next 5. AMD unveils Ross Agentic AI for embedded engineering first (09-30 18:21): AMD Unveils Ross Agentic AI To Accelerate Embedded Engineering latest (10-01 16:06): AMD Stock Slides as New AI Agent Launch Fails to Lift Shares 6. HPE gets $1.2B AMD gear order from Vultr first (09-30 11:54): HPE Gets $1.2 Billion AMD Gear Order From Vultr in Latest AI Win latest (10-01 01:17): Hewlett Packard Stock Just Got a Big Boost Powered by AMD 7. AMD hires AI 'godmother' Fei-Fei Li first (09-29 09:31): AMD snags AI’s ‘godmother’ 8. AMD and NVIDIA lobby Trump on China chip exports first (09-29 08:48): NVIDIA and AMD up White House lobbying on China exports - Politico 9. AMD acquires World Labs AI startup first (09-28 20:05): AMD TO ACQUIRE WORLD LABS TO ADVANCE THE FUTURE OF AI COMPUTE: GNW 10. Perplexity puts AI agents on local PCs with AMD first (09-28 16:45): AMD Stock Drops 4.5% as Perplexity Puts Agents on Local PCs 11. Intel's price hike benefits AMD first (09-17 17:09): AMD: The Biggest Winner Of Intel's Price Hike latest (09-27 15:08): Intel CEO Lip-Bu Tan Has Incredible News for AMD Stock Investors 12. AMD considers glass substrates for chips first (09-25 20:02): SCHMID surges after Nvidia, AMD, Intel consider using glass substrates in chips → {"story": 1} -
Continues the storyline · TaipeiAMD’s Lisa Su: Taiwan supply chain critical to entire semiconductor industry
Question and answer · DeepSeek-V4-Flash, thinking high · s2
Company: AMD (Advanced Micro Devices) New event (10-06 04:57 UTC): TaipeiAMD’s Lisa Su: Taiwan supply chain critical to entire semiconductor industry Storylines: 1. AMD CEO Lisa Su seeks more TSMC production capacity first (10-05 07:36): ICYMI | Lisa Su Urgently Comes To Taiwan To Compete For Production Capacity; AMD Seeks More Supply From TSMC, Packaging And Testing, And Substrate Manufacturers – Digitimes latest (10-06 04:52): TAIPEILAND'S LISA SU: SEES STRONG DEMAND FOR NEXT SEVERAL YEARS, CREDITS TSMC FOR EXPANDING CAPACITY 2. AMD coordinates with memory suppliers to meet demand first (10-06 04:51): TAIPAIMD’S LISA SU: COLLABORATING WITH MEMORY SUPPLIERS TO COORDINATE WITH CUSTOMERS 3. AMD may issue 320M shares to OpenAI and Meta at $0.01 each first (10-05 10:24): AMD Has Promised OpenAI and Meta Up to 320 Million Shares for a Penny Each. Here's What That Does to the Share Count. 4. AMD's $8.2B AI spending plan first (10-02 18:04): Advanced Micro Devices Is Spending $8.2 Billion to Learn What AI Needs Next 5. AMD unveils Ross Agentic AI for embedded engineering first (09-30 18:21): AMD Unveils Ross Agentic AI To Accelerate Embedded Engineering latest (10-01 16:06): AMD Stock Slides as New AI Agent Launch Fails to Lift Shares 6. HPE gets $1.2B AMD gear order from Vultr first (09-30 11:54): HPE Gets $1.2 Billion AMD Gear Order From Vultr in Latest AI Win latest (10-01 01:17): Hewlett Packard Stock Just Got a Big Boost Powered by AMD 7. AMD hires AI 'godmother' Fei-Fei Li first (09-29 09:31): AMD snags AI’s ‘godmother’ 8. AMD and NVIDIA lobby Trump on China chip exports first (09-29 08:48): NVIDIA and AMD up White House lobbying on China exports - Politico 9. AMD acquires World Labs AI startup first (09-28 20:05): AMD TO ACQUIRE WORLD LABS TO ADVANCE THE FUTURE OF AI COMPUTE: GNW 10. Perplexity puts AI agents on local PCs with AMD first (09-28 16:45): AMD Stock Drops 4.5% as Perplexity Puts Agents on Local PCs 11. Intel's price hike benefits AMD first (09-17 17:09): AMD: The Biggest Winner Of Intel's Price Hike latest (09-27 15:08): Intel CEO Lip-Bu Tan Has Incredible News for AMD Stock Investors 12. AMD considers glass substrates for chips first (09-25 20:02): SCHMID surges after Nvidia, AMD, Intel consider using glass substrates in chips → {"story": 1} -
Continues the storyline · TaipeiMD's Lisa Su: always focused on packaging innovation
Question and answer · DeepSeek-V4-Flash, thinking high · s2
Company: AMD (Advanced Micro Devices) New event (10-06 04:58 UTC): TaipeiMD's Lisa Su: always focused on packaging innovation also reported: LISA SU: AMD IS CONSTANTLY LOOKING AT PACKAGING INNOVATION Storylines: 1. AMD CEO Lisa Su seeks more TSMC production capacity first (10-05 07:36): ICYMI | Lisa Su Urgently Comes To Taiwan To Compete For Production Capacity; AMD Seeks More Supply From TSMC, Packaging And Testing, And Substrate Manufacturers – Digitimes latest (10-06 04:57): TaipeiAMD’s Lisa Su: Taiwan supply chain critical to entire semiconductor industry 2. AMD coordinates with memory suppliers to meet demand first (10-06 04:51): TAIPAIMD’S LISA SU: COLLABORATING WITH MEMORY SUPPLIERS TO COORDINATE WITH CUSTOMERS 3. AMD may issue 320M shares to OpenAI and Meta at $0.01 each first (10-05 10:24): AMD Has Promised OpenAI and Meta Up to 320 Million Shares for a Penny Each. Here's What That Does to the Share Count. 4. AMD's $8.2B AI spending plan first (10-02 18:04): Advanced Micro Devices Is Spending $8.2 Billion to Learn What AI Needs Next 5. AMD unveils Ross Agentic AI for embedded engineering first (09-30 18:21): AMD Unveils Ross Agentic AI To Accelerate Embedded Engineering latest (10-01 16:06): AMD Stock Slides as New AI Agent Launch Fails to Lift Shares 6. HPE gets $1.2B AMD gear order from Vultr first (09-30 11:54): HPE Gets $1.2 Billion AMD Gear Order From Vultr in Latest AI Win latest (10-01 01:17): Hewlett Packard Stock Just Got a Big Boost Powered by AMD 7. AMD hires AI 'godmother' Fei-Fei Li first (09-29 09:31): AMD snags AI’s ‘godmother’ 8. AMD and NVIDIA lobby Trump on China chip exports first (09-29 08:48): NVIDIA and AMD up White House lobbying on China exports - Politico 9. AMD acquires World Labs AI startup first (09-28 20:05): AMD TO ACQUIRE WORLD LABS TO ADVANCE THE FUTURE OF AI COMPUTE: GNW 10. Perplexity puts AI agents on local PCs with AMD first (09-28 16:45): AMD Stock Drops 4.5% as Perplexity Puts Agents on Local PCs 11. Intel's price hike benefits AMD first (09-17 17:09): AMD: The Biggest Winner Of Intel's Price Hike latest (09-27 15:08): Intel CEO Lip-Bu Tan Has Incredible News for AMD Stock Investors 12. AMD considers glass substrates for chips first (09-25 20:02): SCHMID surges after Nvidia, AMD, Intel consider using glass substrates in chips → {"story": 1} -
Continues the storyline · AMD plans to substantially increase supply in 2027, CEO says
Question and answer · DeepSeek-V4-Flash, thinking high · s2
Company: AMD (Advanced Micro Devices) New event (10-06 07:25 UTC): AMD plans to substantially increase supply in 2027, CEO says also reported: AMD Reportedly Sees AI Chip Demand Outrunning Supply — Lisa Su Plans ‘Substantial’ 2027 Ramp also reported: AMD Plans a Big 2027 Supply Ramp. Wall Street Already Expects $38 Billion of New Revenue. Storylines: 1. AMD deepens South Korea AI ties first (10-06 07:16): AMD’s Deepening South Korea AI Ties Could Be A Game Changer For Advanced Micro Devices (AMD) 2. AMD CEO Lisa Su seeks more TSMC production capacity first (10-05 07:36): ICYMI | Lisa Su Urgently Comes To Taiwan To Compete For Production Capacity; AMD Seeks More Supply From TSMC, Packaging And Testing, And Substrate Manufacturers – Digitimes latest (10-06 04:58): TaipeiMD's Lisa Su: always focused on packaging innovation 3. AMD coordinates with memory suppliers to meet demand first (10-06 04:51): TAIPAIMD’S LISA SU: COLLABORATING WITH MEMORY SUPPLIERS TO COORDINATE WITH CUSTOMERS 4. AMD may issue 320M shares to OpenAI and Meta at $0.01 each first (10-05 10:24): AMD Has Promised OpenAI and Meta Up to 320 Million Shares for a Penny Each. Here's What That Does to the Share Count. 5. AMD's $8.2B AI spending plan first (10-02 18:04): Advanced Micro Devices Is Spending $8.2 Billion to Learn What AI Needs Next 6. AMD unveils Ross Agentic AI for embedded engineering first (09-30 18:21): AMD Unveils Ross Agentic AI To Accelerate Embedded Engineering latest (10-01 16:06): AMD Stock Slides as New AI Agent Launch Fails to Lift Shares 7. HPE gets $1.2B AMD gear order from Vultr first (09-30 11:54): HPE Gets $1.2 Billion AMD Gear Order From Vultr in Latest AI Win latest (10-01 01:17): Hewlett Packard Stock Just Got a Big Boost Powered by AMD 8. AMD hires AI 'godmother' Fei-Fei Li first (09-29 09:31): AMD snags AI’s ‘godmother’ 9. AMD and NVIDIA lobby Trump on China chip exports first (09-29 08:48): NVIDIA and AMD up White House lobbying on China exports - Politico 10. AMD acquires World Labs AI startup first (09-28 20:05): AMD TO ACQUIRE WORLD LABS TO ADVANCE THE FUTURE OF AI COMPUTE: GNW 11. Perplexity puts AI agents on local PCs with AMD first (09-28 16:45): AMD Stock Drops 4.5% as Perplexity Puts Agents on Local PCs 12. Intel's price hike benefits AMD first (09-17 17:09): AMD: The Biggest Winner Of Intel's Price Hike latest (09-27 15:08): Intel CEO Lip-Bu Tan Has Incredible News for AMD Stock Investors → {"story": 2} -
Continues the storyline · AMD CEO Sees Very High Chip Demand, Urges AI Firms to Cooperate
Question and answer · DeepSeek-V4-Flash, thinking high · s2
Company: AMD (Advanced Micro Devices) New event (10-06 07:36 UTC): AMD CEO Sees Very High Chip Demand, Urges AI Firms to Cooperate Storylines: 1. AMD CEO Lisa Su seeks more TSMC production capacity first (10-05 07:36): ICYMI | Lisa Su Urgently Comes To Taiwan To Compete For Production Capacity; AMD Seeks More Supply From TSMC, Packaging And Testing, And Substrate Manufacturers – Digitimes latest (10-06 07:25): AMD plans to substantially increase supply in 2027, CEO says 2. AMD deepens South Korea AI ties first (10-06 07:16): AMD’s Deepening South Korea AI Ties Could Be A Game Changer For Advanced Micro Devices (AMD) 3. AMD coordinates with memory suppliers to meet demand first (10-06 04:51): TAIPAIMD’S LISA SU: COLLABORATING WITH MEMORY SUPPLIERS TO COORDINATE WITH CUSTOMERS 4. AMD may issue 320M shares to OpenAI and Meta at $0.01 each first (10-05 10:24): AMD Has Promised OpenAI and Meta Up to 320 Million Shares for a Penny Each. Here's What That Does to the Share Count. 5. AMD's $8.2B AI spending plan first (10-02 18:04): Advanced Micro Devices Is Spending $8.2 Billion to Learn What AI Needs Next 6. AMD unveils Ross Agentic AI for embedded engineering first (09-30 18:21): AMD Unveils Ross Agentic AI To Accelerate Embedded Engineering latest (10-01 16:06): AMD Stock Slides as New AI Agent Launch Fails to Lift Shares 7. HPE gets $1.2B AMD gear order from Vultr first (09-30 11:54): HPE Gets $1.2 Billion AMD Gear Order From Vultr in Latest AI Win latest (10-01 01:17): Hewlett Packard Stock Just Got a Big Boost Powered by AMD 8. AMD hires AI 'godmother' Fei-Fei Li first (09-29 09:31): AMD snags AI’s ‘godmother’ 9. AMD and NVIDIA lobby Trump on China chip exports first (09-29 08:48): NVIDIA and AMD up White House lobbying on China exports - Politico 10. AMD acquires World Labs AI startup first (09-28 20:05): AMD TO ACQUIRE WORLD LABS TO ADVANCE THE FUTURE OF AI COMPUTE: GNW 11. Perplexity puts AI agents on local PCs with AMD first (09-28 16:45): AMD Stock Drops 4.5% as Perplexity Puts Agents on Local PCs 12. Intel's price hike benefits AMD first (09-17 17:09): AMD: The Biggest Winner Of Intel's Price Hike latest (09-27 15:08): Intel CEO Lip-Bu Tan Has Incredible News for AMD Stock Investors → {"story": 1}