AMD says it will invest over $10 billion across Taiwan's AI ecosystem

Advanced Micro Devices said ​on Thursday ‌it would invest more than $10 ​billion across ​Taiwan's AI ecosystem and ⁠widen strategic ​partnerships as ​it looks to expand its manufacturing ​capabilities.

Reuters • 4 hours ago

AMD to invest $10 billion in Taiwan's AI industry to advance top-end chips

AMD said it will invest more than $10 billion across Taiwan's semiconductor and AI ecosystem. The investments will focus on partnerships with companies to "advance" chip packaging and manufacturing required for next-generation AI infrastructure.

CNBC • 2 hours ago

AMD to invest over $10 billion in Taiwan AI ecosystem

Advanced Micro Devices said on Thursday it would invest more than $10 billion across Taiwan's artificial intelligence ecosystem as the US chipmaker looks to expand manufacturing capabilities and strengthen strategic partnerships for next-generation AI infrastructure. The company said it will collaborate with Taiwanese firms ASE Technology Holding and Siliconware Precision Industries to develop more power-efficient technologies for AI systems and processors.

Invezz • 4 hours ago

AMD Announces More Than $10 Billion in Taiwan Ecosystem Investments to Accelerate AI Infrastructure

News Summary: More than $10 billion in investments across the Taiwan ecosystem to expand strategic partnerships and scale advanced packaging capabilities for AI infrastructure Industry-leading EFB-based 2.5D packaging to enable higher interconnect bandwidth and efficiency in 6th Gen AMD EPYC CPUs, codenamed “Venice” AMD Helios rack-scale platform with “Venice” and AMD Instinct MI450X GPUs on track for multi-gigawatt deployments beginning 2H 2026 SANTA CLARA, Calif., May 21, 2026 (GLOBE NEWSWIRE) -- To meet the growing demand for AI infrastructure, AMD (NASDAQ: AMD) today announced more than $10 billion in investments across the Taiwan ecosystem to expand strategic partnerships and scale advanced packaging manufacturing for next-generation AI infrastructure.

GlobeNewsWire • 5 hours ago

AMD Announces Production Ramp of Next-Generation AMD EPYC Processor “Venice” on TSMC 2nm Process Technology

News Summary: AMD has begun production ramp of its 6th Gen AMD EPYC™ CPUs, codenamed “Venice,” marking a major milestone for the AMD and TSMC collaboration on 2nm technology “Venice” is the first HPC product in the industry to achieve production ramp on TSMC advanced 2nm technology Critical milestone achieved as agentic AI workloads drive demand for accelerated AI infrastructure deployments AMD continues to drive 2nm product expansion with “Verano” a follow on to “Venice” with industry leading integration of LPDDR for growing memory demand in agentic AI workloads SANTA CLARA, Calif., May 21, 2026 (GLOBE NEWSWIRE) -- AMD (NASDAQ: AMD) today announced that its next-generation AMD EPYC™ processor, codenamed “Venice,” is ramping production in Taiwan on TSMC's advanced 2nm process technology, with future plans to ramp production at TSMC's Arizona fabrication facility.

GlobeNewsWire • 5 hours ago

AMD to Invest More Than $10 Billion in Taiwan's Chip Industry

The U.S. chip maker will tap the Taiwanese industry's expertise in high-performance computing.

WSJ • 2 hours ago

Why AMD Could Reach $1,000 Before 2030 (Rating Upgrade)

I'm upgrading AMD to a Strong Buy, driven by surging data center growth and a favorable AI infrastructure shift. Data Center revenue rose 57% YoY, with EPYC CPUs and Instinct GPUs fueling record performance and robust forward guidance. Analyst consensus points to 42–51% annual revenue growth through 2027, with margin expansion toward 30% as scale drives operating leverage.

Seeking Alpha • 2 hours ago

AMD Is Up 8% Today: Is It Outperforming Other Chip Stocks Like Intel and NVIDIA?

Shares of Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) are up 8% in midday trading on Wednesday, leading the large-cap chip complex.

24/7 Wall Street • 18 hours ago

Why Nvidia earnings are particularly significant for Intel, AMD stock

The global semiconductor landscape is bracing for impact as Nvidia (NVDA) prepares to report its fiscal first-quarter 2027 financial results tonight after the closing bell. Wall Street's consensus is hovering at a breathtaking bar, with analysts projecting a non-GAAP profit of $1.78 per share on record revenue of $79.2 billion.

Invezz • 18 hours ago

AMD Has An Nvidia Problem

Advanced Micro Devices, Inc. delivered strong Q1 results, with 37.8% Y/Y revenue growth and robust data center momentum, but faces significant competitive headwinds. Despite raised TAM and growth expectations, AMD's forward P/E near 60x makes current valuations difficult to justify amid intensifying competition. Nvidia's entry into data center CPUs and hyperscalers' in-house AI chips threaten AMD's most profitable segments and future growth trajectory.

Seeking Alpha • 20 hours ago