AMD CEO Lisa Su said the CPU market is expanding faster than anyone expected a year ago, with growth exceeding 35% per year for the next five years [1, 2, 3]. She attributed this surge to the global push to build AI infrastructure, which is driving strong demand for CPUs [1, 3].
Speaking at a major AI forum in Taipei on May 22, 2026, Su stated that the AI data center infrastructure market will surpass $1 trillion within the next three to four years [4]. She highlighted Taiwan’s unique position as the only place with a complete semiconductor ecosystem — including advanced process technology and packaging capabilities [3, 4].
Su also commented on semiconductor manufacturing in the United States, supporting the performance of TSMC's Arizona fab but cautioning it is impossible to fully establish all necessary semiconductor capacity in the U.S because of the many required factors. She said, "想在美国建立起所有的半导体产能是不可能的，这其中需求的要素实在太多了" (It is impossible to fully establish all semiconductor capacity in the US due to many required factors) [3]. This suggests Taiwan’s semiconductor industry position remains unshakable [3, 4].
Lisa Su delivered these remarks while attending the May 22 AI summit in Taipei, where she detailed AMD's strategy around AI-driven CPU demand and packaging technology [3, 4].
The rapidly growing demand for CPUs tied to AI is driving AMD's optimistic outlook. The company expects annual CPU market growth rates to exceed 35%, supported by expanding AI infrastructure investments [2, 3]. Meanwhile, the AI data center infrastructure market value is forecasted to top $1 trillion within the coming years [4].
