AMD Invests 15 Trillion Won in Taiwan's Semiconductor Ecosystem... Kicks Off Pursuit of Nvidia

AMD Invests 15 Trillion Won in Taiwan's Semiconductor Ecosystem... Kicks Off Pursuit of Nvidia

U.S. semiconductor company AMD has invested 10 billion dollars (approximately 15 trillion won) in Taiwan's semiconductor ecosystem, initiating its pursuit of Nvidia, the leading company in the artificial intelligence (AI) semiconductor sector.

AMD announced on the 21st (local time) that it would invest over 10 billion dollars to expand partnerships across Taiwan and strengthen advanced manufacturing capabilities to meet the demand for AI computing.

AMD plans to partner with major Taiwanese semiconductor post-processing (packaging) companies such as ASE, SPIL, and Powertech (PTI) to focus on advancing technology that dramatically improves power efficiency and bandwidth between semiconductor chips.

Foreign media outlets, including Bloomberg, analyzed AMD's investment as an attempt to expand its presence in Taiwan, a key manufacturing hub for the semiconductor industry.

It is interpreted as a strategy to resolve supply chain bottlenecks and secure Taiwan's robust semiconductor infrastructure, thereby breaking Nvidia's dominance in the current AI chip market and positioning itself as the most reliable alternative supplier and competitor.

CEO Lisa Su emphasized, "As AI adoption accelerates, customers worldwide are rapidly expanding their AI infrastructure to meet growing computing demands. By combining AMD's leadership in high-performance computing with the Taiwanese ecosystem and global strategic partners, we are helping customers accelerate the deployment of next-generation AI systems."

AMD also announced today that it would expand the production of its Venice CPUs through Taiwanese foundry (semiconductor contract manufacturing) company TSMC.

Venice, the first in the high-performance computing industry to apply TSMC's next-generation mass production technology, the 2nm process, will initially be produced in Taiwan, with plans to expand production lines to the fab TSMC is building in Arizona, USA, in the future.

AMD plans to partner with Taiwanese companies to build the AI server platform 'Helios,' equipped with Venice CPUs and the latest 'Instinct MI450X' graphics processing units (GPUs), and officially supply it to the global market starting in the second half of the year.