AMD announced more than $10 billion in investments across Taiwan's semiconductor ecosystem on Thursday, a move aimed at building the manufacturing capacity needed to support its next-generation artificial intelligence infrastructure.
According to Yahoo Finance, the investments center on expanding capabilities in 2.5D chip interconnect packaging technology, which connects chips together to improve performance and power efficiency. AMD said it is working with Taiwan-based packaging and testing firms ASE and its unit SPIL to develop a technology it calls Elevated Fanout Bridge, or EFB, which will support AMD's sixth-generation EPYC processors, codenamed Venice. The company also said it reached a milestone with Taiwanese firm PTI by qualifying the first 2.5D panel-based EFB interconnect.
The announcement also covers AMD's Helios rack-scale AI server platform, which the company said is on track for production in the second half of 2026. Manufacturing partners for Helios include Sanmina, Wiwynn, Wistron, and Inventec. The platform pairs AMD Instinct MI450X GPUs with Venice CPUs and runs on AMD's ROCm open software stack. Reuters reported that TSMC's cutting-edge 2-nanometer fabrication process is being used to manufacture the Venice CPUs.
"As AI adoption accelerates, our global customers are rapidly scaling AI infrastructure to meet growing compute demand," AMD Chair and CEO Lisa Su said in a statement. "By combining AMD leadership in high-performance computing with the Taiwan ecosystem and our strategic global partners, we are enabling integrated, rack-scale AI infrastructure that helps customers accelerate deployment of next-generation AI systems."
The announcement follows a strong first quarter for AMD. The company reported revenue of $10.25 billion for the period, a 38% increase from the prior year, driven by demand for AI infrastructure. Its data center segment generated $5.78 billion in revenue, up 57%, on strong orders for EPYC server processors and Instinct GPU shipments.
AMD also disclosed a multiyear agreement with Meta, under which the social media company has committed to installing up to six gigawatts of AMD's Instinct GPUs across its AI data centers. The initial deployment of one gigawatt will be built around a custom version of the MI450 chip.
Shares of AMD have climbed roughly 100% since January, a gain analysts attribute to growing investor confidence in the company's ability to compete with Nvidia in the AI chip market. Thursday's announcement is AMD's most concrete move yet to lock in the supply chain needed to back that ambition at scale.
