On Tuesday, Advanced Micro Devices, Inc.
(NASDAQ:AMD) said stronger-than-expected demand has tightened the server CPU supply chain, but CEO Lisa Su expects conditions to improve in 2027.
AMD Says Unexpected Demand Tightened Server CPU Supply During AMD’s second-quarter 2026 earnings call, Morgan Stanley analyst Joseph Moore asked if the company was currently constrained by server CPU supply and whether the tight market could continue into next year.
Su said the server CPU supply chain has remained constrained during the first half of 2026, largely due to demand exceeding earlier expectations.
"The server CPU supply chain is tight right now," Su said, adding that the situation had been challenging because "much of this demand was unforecasted." Read Also: AMD Earnings 'Were Good,' Says Analyst Even as Stock Sinks 9% After Hours: Wall Street Wanted a 'Blowout' Forecast Lisa Su Expects Server CPU Supply to Improve in 2027 Looking ahead, Su said AMD has gained better visibility into expected demand, which should allow the company and its supply partners to plan capacity more effectively.
