AMD invests $10 billion in Taiwan AI chip manufacturing

The investments halfway connected expanding capabilities successful 2.5D spot interconnect packaging technology, which links chips unneurotic to amended show and powerfulness efficiency, the institution said. AMD is collaborating with Taiwan-based packaging and investigating firms ASE and its portion SPIL to make and suffice what it calls Elevated Fanout Bridge, oregon EFB, technology. That exertion volition enactment AMD's sixth-generation EPYC processors, codenamed "Venice," according to AMD. The institution said it besides reached a milestone with Taiwanese steadfast PTI by qualifying the archetypal 2.5D panel-based EFB interconnect.

The announcement extends to the deployment of AMD's Helios rack-scale AI server platform, which the institution said is connected way for accumulation successful the 2nd fractional of 2026. Manufacturing partners for Helios see Sanmina, Wiwynn, Wistron, and Inventec. The level pairs AMD Instinct MI450X GPUs with Venice CPUs and runs connected AMD's ROCm unfastened bundle stack, the institution said.

"As AI adoption accelerates, our planetary customers are rapidly scaling AI infrastructure to conscionable increasing compute demand," AMD Chair and CEO Lisa Su said successful a statement. "By combining AMD enactment successful high-performance computing with the Taiwan ecosystem and our strategical planetary partners, we are enabling integrated, rack-scale AI infrastructure that helps customers accelerate deployment of next-generation AI systems."

TSMC's cutting-edge 2-nanometer fabrication process is being utilized to manufacture the Venice CPUs, Reuters reported.

AMD has been gathering momentum heading into this announcement. The institution reported first-quarter gross of $10.25 billion, a 38% summation from the anterior year, driven by surging request for AI infrastructure. Its information halfway conception generated $5.78 cardinal successful revenue, up 57%, connected beardown orders for EPYC server processors and Instinct GPU shipments. AMD besides disclosed a multiyear statement nether which Meta has committed to installing up to six gigawatts of AMD's Instinct GPUs crossed its AI information centers, with an archetypal one-gigawatt deployment built astir a customized mentation of the MI450 chip.

Shares of AMD person climbed astir 100% since January, a summation analysts property to increasing capitalist assurance successful the company's quality to instrumentality connected Nvidia successful the AI spot market, according to CNBC.