AMD ramps up Taiwan capacity as CPU market tightens
CEO Lisa Su announced that AMD is working with Taiwanese partners to increase production capacity following stronger than expected demand for central processing units. The company plans to invest over 10 billion dollars in the local AI sector while ramping up production of its new Venice CPUs using TSMC 2-nanometre technology.
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洞察:
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ADVANCED MICRO DEVICES will invest $10 billion in Taiwan to expand AI chip production capacity following a surge in global CPU demand. The investment targets advanced packaging and manufacturing to support growth through 2029. This move secures supply chain access as agentic AI shifts market focus from training-heavy GPUs to high-performance CPUs.
