作者：吴德碧超微半导体公司首席执行官苏姿丰预测，未来几年芯片需求仍将保持“非常旺盛”的态势，尽管整个行业正面临人工智能安全性方面的诸多挑战。
Micro Devices Inc.’s Lisa Su predicted “very high” chip demand continuing for the next few years, even as the industry faces challenges such as concerns over AI’s safety.
苏姿丰周二在台北对记者表示，即便超微半导体的产能已有所提升，但市场需求仍远超供应能力。她还呼吁各大人工智能企业携手合作，确保该技术不会带来任何负面影响。
Even with increases in AMD’s output, demand is outpacing supply, the chief executive officer told reporters in Taipei on Tuesday. She also urged the top artificial intelligence companies to cooperate on ensuring the technology causes no harm.
苏姿丰的乐观态度进一步印证了整个人工智能行业的积极预期：美国存储芯片制造商美光科技也对行业前景持乐观态度；而服务器制造商鸿海精密工业的季度营收也超出了市场预期。不过，部分投资者愈发担忧行业产能过剩、债务水平上升以及监管方面的阻碍。
Su’s optimism reinforces bullish views from across the AI industry, including a robust outlook by US memory chipmaker Micron Technology Inc. and better-than-expected quarterly sales from server assembler Hon Hai Precision Industry Co. Still, some investors are growing increasingly concerned about industry overcapacity, rising debt levels and regulatory setbacks.
“我们也在提升2026年的供应能力，但可以说需求仍高于我们的供给水平，”苏姿丰在访问包括台湾积体电路制造公司在内的供应链合作伙伴时说道，“2027年我们将大幅增加供应量，但显然还需要更多才行。”这家总部位于加利福尼亚州圣克拉拉的芯片制造商上个月市值突破1万亿美元，这主要得益于Meta Platforms新推出的AI智能体激发了市场对各类中央处理器制造商的热情——这些处理器正是运行相关应用不可或缺的核心组件。
“We have also increased our own supply and capacity in 2026, but I can say that the demand is even higher than our supply,” Su said during her trip to visit supply chain partners including Taiwan Semiconductor Manufacturing Co. “We are going to substantially increase our supply in 2027, but we can definitely use more.”The Santa Clara, California-based chipmaker hit a trillion-dollar market capitalization last month after Meta Platforms Inc.’s new AI agent stoked enthusiasm for companies making central-processing units, or CPUs, which are required to power such applications.
在中央处理器领域，超微半导体与英特尔公司展开激烈竞争；在人工智能加速器市场，它也是英伟达公司的主要竞争对手，这类芯片正是训练各类算法的基础。近期，超微半导体还以82亿美元的价格收购了人工智能初创企业World Labs，旨在强化自身技术实力，进而为客户提供更多样化的产品选择。
AMD competes with the likes of Intel Corp. in CPUs and is also a major challenger to Nvidia Corp. in AI accelerators, chips that make training of algorithms possible. The chipmaker recently agreed to acquire AI startup World Labs for $8.2 billion to help bolster its technology muscle and allow it to provide a variety of models to customers.
周二，苏姿丰表示，人工智能“对世界大有裨益”。虽然她并不认同某些人所称的“人工智能会危害人类”的说法，但她仍呼吁业界加强合作以实现这一目标。她指出，特朗普政府新设立的超级智能工作组正是推动此类合作的重要举措。
On Tuesday, Su said AI is “incredibly good for the world.”While she said she doesn’t believe AI will harm humans as some have suggested, she urged for cooperation among the industry to ensure that and said the Trump administration’s new Super Intelligence Force is an important step forward in such efforts.
“在安全性与创新方面我们还有许多工作要做，我认为最关键的一点就是整个行业要作为一个生态系统协同努力，”苏姿丰说道。最终目标是“确保我们既拥有能力卓越的人工智能，又能确保其安全性。”
“There will be some work that needs to be done on safety and innovation, and I think the most important part of this is that we work together as an ecosystem,” Su said. The goal is “to ensure that we have both very capable AI as well as very safe AI.”