Advanced Micro Devices said on Thursday it would invest more than $10 billion in Taiwan's AI sector to deepen strategic partnerships and boost its capacity to build and assemble advanced AI chips.
Analysts and investors see AMD as a leading challenger to Nvidia's dominance in the AI chip market.
Here are some details:
* The U.S. chipmaker said it will collaborate with Taiwanese chip packaging and testing provider ASE and its unit SPIL to develop more power-efficient technology for AI systems and processors.
* The new power-efficient technology will support AMD's Venice CPUs, which are being built on Taiwan Semiconductor Manufacturing Co's (TSMC) advanced 2 nanometer process technology.
* AMD said it was also working with Taiwanese partners including PTI, Sanmina, Wiwynn, Wistron and Inventec.
* "As AI adoption accelerates, our global customers are rapidly scaling AI infrastructure to meet growing compute demand," AMD CEO Lisa Su said.
* "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," she added.
* Taiwan plays a pivotal role in the global AI supply chain for companies including Nvidia and Apple. Its position is anchored by the world's largest contract chipmaker, TSMC.
* In a separate statement, AMD also said that it had started ramping up production of the Venice CPUs. - Reuter
