U.S. semiconductor corporations AMD will invest more than $10 billion (about 15 trillion won) in Taiwan's semiconductor and artificial intelligence (AI) industry ecosystem. AMD's investment will focus on advancing chip packaging and manufacturing technologies needed to build next-generation AI infrastructure.
According to CNBC and others on the 21st (local time), AMD said in a news release that it will make a large-scale investment to boost semiconductor production and AI performance in Taiwan.
AMD is the No. 2 player in the AI Semiconductor chip market after Nvidia and has benefited as demand grows for alternatives to Nvidia. AMD shares have nearly doubled this year, and the market sees AMD accelerating its pursuit of Nvidia in the AI Semiconductor chip market.
AMD said, "We are advancing cutting-edge silicon, packaging, and manufacturing technologies in collaboration with strategic partners in Taiwan and globally," adding, "This will enable higher performance and efficiency and faster deployment of AI systems."
The investment plan was announced as AMD Chief Executive Officer Lisa Su is visiting Taiwan. Su arrived in Taiwan on the 20th and is scheduled to carry out local engagements through the 22nd.
Su held talks on the 20th with TSMC Chairman Wei Zhejia, head of the world's largest foundry corporations, and on the 21st held a closed-door meeting with leaders of major Taiwanese suppliers.
On the evening of the 21st, Su met reporters in front of her hotel and said, "TSMC is our excellent partner," adding, "We plan to continue expanding production capacity in Taiwan and in Arizona in the United States going forward."
She also emphasized, "We are always expanding our business in Taiwan," and "A very large number of AMD engineers work in Taiwan, and research and development (R&D) for AMD's entire product lineup is carried out here."