Is Taiwan set for a larger role in AI hardware? AMD plans to invest more than US$10 billion to strengthen partnerships and boost chip production.
Advanced Micro Devices (AMD) has announced plans to invest more than US$10 billion in Taiwan’s artificial intelligence (AI) sector, aiming to strengthen partnerships across the island’s semiconductor ecosystem and increase its ability to build and assemble advanced AI chips.
The investment is expected to support AMD’s efforts to expand its position in the fast-growing AI processor market, where it is viewed as one of the main competitors to NVIDIA.
As part of the initiative, AMD said it will work with Taiwanese semiconductor packaging and testing company ASE Technology Holding and its subsidiary SPIL to develop more energy-efficient technologies for AI systems and processors.
The technology under development will support AMD’s Venice central processing units (CPUs), which are being manufactured using the advanced 2-nanometre process technology of TSMC. AMD separately confirmed that production of the Venice CPUs has already begun to scale up.
The company also said it is collaborating with several Taiwan-based partners, including Powertech Technology Inc. (PTI), Sanmina, Wiwynn, Wistron, and Inventec.
AMD chief executive Lisa Su said increasing AI adoption is driving customers worldwide to expand computing infrastructure in response to rising demand.
Taiwan remains a critical hub in the global AI and semiconductor supply chain. The island hosts many of the manufacturing and packaging operations relied upon by technology firms, including Apple and NVIDIA, with TSMC playing a central role through its contract chip manufacturing business.
