⚡ AMD will invest $10 billion in Taiwan to build AI infrastructure

AMD announced investments of over $10 billion in Taiwan’s ecosystem to strengthen AI infrastructure. The company will join forces with ASE and SPIL on so-called bridge bonding technologies, while the HELIOS platform with Venice processors, based on TSMC’s 2 nm technology, and AMD Instinct MI450X will be ready to support gigawatt-scale deployments in the second half of 2026.

After gains in yesterday’s session, AMD shares are trading with mixed sentiment in pre-market today. However, if the Nasdaq opens higher, momentum in the semiconductor sector after Nvidia’s strong report may continue. AMD is currently Nvidia’s main competitor in the AI infrastructure market.
The goal is to strengthen strategic partnerships and expand production and assembly capabilities for advanced AI chips. The company wants to work on more energy-efficient technologies for AI systems and processors. In addition to ASE and SPIL, it is also cooperating with other Taiwanese partners: PTI, Sanmina, Wiwynn, Wistron and Inventec.
AMD CEO Lisa Su stressed that the growing adoption of AI is increasing customer demand for computing infrastructure. Taiwan remains a key part of the global AI supply chain, mainly thanks to TSMC’s role.

Source: xStation5

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