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AMD CEO Lisa Su told audiences across Shanghai and Taipei that AI-driven demand—especially for inference and agentic AI—has pushed CPU supply tight and will power a dramatic market shift. She forecasts annual CPU growth north of 35% over the next five years, a sharp jump from the historical 3–4% rate, and highlighted related data-center constraints like memory and power that are expected to be resolved. Su also emphasized China’s strategic importance—about 20% of AMD revenue—and the company’s sizable R&D presence there as it readies chips and infrastructure to meet expanding AI and client-device compute needs.
AI-driven demand is reshaping CPU requirements for data centers and client devices, affecting procurement, capacity planning, and product roadmaps. Tech professionals must anticipate supply tightness, shifts in performance priorities, and regional market strategy implications.
Dossier last updated: 2026-06-01 20:57:19
AMD CEO Lisa Su said mainland China accounts for about 20% of AMD’s revenue and remains a very important market. Speaking around AMD’s AI DevDay in Shanghai, Su predicted a sharp rebound in the CPU market driven by AI infrastructure and inference needs, forecasting annual CPU growth above 35% over the next five years. She highlighted AMD’s broad business in China across PCs, gaming and some data center segments, and noted AMD’s Greater China R&D footprint of over 4,000 engineers and AI centers in Beijing, Shanghai, Shenzhen and Taipei. The remarks underscore China’s strategic role for AMD amid global AI-driven demand surges.
AMD CEO Lisa Su projects the CPU market will grow over 35% annually through 2031, up from 3% to 4% historically, driven by AI inference and agentic AI demand (Cheng Ting-Fang/Nikkei Asia)
AMD CEO Lisa Su told a Taipei event that surging AI infrastructure demand has pushed CPU supply into a “tight” state and that the CPU market could grow more than 35% annually over the next five years. Su said CPUs lagged recent growth as the industry focused on GPUs, but as AI moves toward inference and intelligent agents, CPU demand has spiked far beyond last year’s forecasts. She also highlighted related data-center bottlenecks—memory and power among them—but expressed confidence these constraints will be resolved quickly. The remarks underscore shifting hardware needs as AI workloads broaden beyond GPU-centric training to wider deployment and inference.
Cheng Ting-Fang / Nikkei Asia : AMD CEO Lisa Su projects the CPU market will grow over 35% annually through 2031, up from 3% to 4% historically, driven by AI inference and agentic AI demand — TAIPEI — AMD CEO Lisa Su is predicting the market for central processing units (CPUs) will grow massively over the next five years …
AMD CEO Lisa Su said CPU demand is growing faster than forecasts and expects the market to expand strongly over the next few years, with AMD projecting annual CPU market growth above 35% for the next five years. Su made the comments at an event in Taipei, framing the surge as aligned with AMD’s strengths. The statement underscores rising compute demand driven by AI, data centers, and client devices, and signals continued investment and competition in processors from major vendors. For the tech industry, sustained high CPU growth implies stronger chip sales, supply-chain and design activity, and intensified rivalry among semiconductor firms.