Taiwan
United StatesArtificial Intelligence▲impact 4
AMD to Invest Over $10 Billion in Taiwan Semiconductor Ecosystem
Advanced Micro Devices plans to invest more than $10 billion in Taiwan through 2029 to expand advanced chip packaging, chip substrates, and AI system manufacturing capacity across the island's semiconductor ecosystem. The investment will support partners including TSMC, ASE Technology, Siliconware Precision Industries, and Powertech Technology, and help scale production of next-generation products such as AMD's Helios AI racks. AMD's Data Center revenue grew 107% year-over-year to $6.7 billion in the second quarter, and management expects data center AI revenue to grow at a compound annual growth rate above 80% over the next three to five years. CEO Lisa Su is investing now to ensure AMD can manufacture enough hardware if rapidly growing AI demand translates into large-scale deployments.
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Semiconductors › Advanced Packaging & Test (OSAT) ▲Demand
Semiconductors › Foundry & Contract Fabrication ▲Demand
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AMD · Capital · Positive AMD announces $10B investment in Taiwan ecosystem to expand packaging and AI manufacturing capacity.
2330.TW · Demand · Positive AMD's investment supports TSMC as a key partner in advanced packaging and substrates.
3711.TW · Demand · Positive ASE Technology is a partner benefiting from AMD's investment in packaging capacity.
6239.TW · Demand · Positive Powertech Technology is a partner benefiting from AMD's investment in packaging capacity.