AMD to Invest Over $10 Billion in Taiwan's Ecosystem to Accelerate AI Infrastructure

U.S. chip giant AMD announced on May 21st an investment of over $10 billion in Taiwan's industrial ecosystem to meet the growing demand for AI infrastructure. The investment aims to expand strategic partnerships and enhance advanced packaging manufacturing capacity for next-generation AI. AMD Chair and CEO Lisa Su stated that by combining AMD's high-performance computing with Taiwan's industrial ecosystem, they are creating integrated rack-scale AI infrastructure to help customers accelerate the deployment of next-gen AI systems. Specific collaborations include developing 2.5D advanced packaging technology with partners like ASE, SPIL, and PTI, and co-developing the Helios rack-scale platform, expected in the second half of 2026, with ODMs such as Wiwynn, Wistron, and Inventec.
產業NQ 93/100出典:PR Times

📋 Article Processing Timeline

  • 📰 Published: May 21, 2026 at 17:19
  • 🔍 Collected: May 21, 2026 at 17:31 (12 min after Published)
  • 🤖 AI Analyzed: May 21, 2026 at 17:45 (13 min after Collected)
U.S. chip manufacturer Advanced Micro Devices (AMD) announced today that it will invest over $10 billion in Taiwan's industrial ecosystem to meet the growing demand for AI infrastructure, expand strategic partnerships, and enhance advanced packaging manufacturing capacity for next-generation AI infrastructure.

In a press release, AMD Chair and CEO Lisa Su stated, "As AI applications continue to accelerate in adoption, AMD's global customers are rapidly expanding their AI infrastructure to meet the ever-increasing computational demands. By combining AMD's high-performance computing with Taiwan's industrial ecosystem and global strategic partners, we are realizing integrated, rack-scale AI infrastructure to help customers accelerate the deployment of next-generation AI systems."

AMD noted that based on its deep partnerships with the industry ecosystem and its strengths in chiplet architecture, High-Bandwidth Memory (HBM) integration, 3D hybrid bonding, and next-generation AI infrastructure rack-scale system design, AMD is continuously advancing chip, packaging, and manufacturing technologies to achieve higher performance, better efficiency, and accelerate AI system deployment.

AMD stated that the investment plan announced today demonstrates its extension of leadership through strategic partnerships to drive the chip, packaging, and manufacturing innovations required for next-generation AI infrastructure.

Among these efforts, AMD is collaborating with Taiwan's ASE, SPIL, and other industry partners to jointly develop and validate next-generation wafer-based 2.5D bridge interconnect technology.

AMD pointed out that the EFB (Elevated Fanout Bridge) architecture significantly increases interconnect bandwidth and improves power efficiency, providing strong support for the "Venice" Central Processing Unit (CPU) to deliver higher performance-per-watt under practical power and thermal constraints.

AMD also announced a significant milestone with Powertech Technology Inc. (PTI), successfully validating 2.5D panel-level EFB interconnect technology. This technology supports large-scale, high-bandwidth interconnects, enabling customers to deploy more efficient AI systems while improving overall economic benefits.

AMD emphasized that these technological advancements collectively solidify its leadership in the large-scale deployment of high-performance AI infrastructure. By combining chip innovation with a robust global industry ecosystem, AMD is helping customers accelerate the deployment of next-generation AI systems.

Furthermore, AMD and its ecosystem partners are leveraging these innovations to support the deployment of the AMD Helios rack-scale platform in the second half of 2026, marking a significant step towards production-ready AI infrastructure.

AMD noted that ODM partners such as Sanmina, Wiwynn, Wistron, and Inventec are helping to build systems based on AMD Helios. This system features the AMD Instinct MI450X Graphics Processing Unit (GPU), the 6th Gen AMD EPYC CPU, advanced networking solutions, and the AMD ROCm open software stack, facilitating a smooth transition from platform design to large-scale mass production.

AMD stated that the Helios platform delivers disruptive AI performance through breakthroughs in compute, interconnect bandwidth, memory capacity, and system-level integration, allowing customers to run larger, more complex AI workloads faster while optimizing power and efficiency.

FAQ

AMD為何宣布投資台灣超過100億美元?

為了滿足日益增長的AI基礎設施需求,擴大與台灣產業的策略合作夥伴關係,並提升下一代AI基礎設施所需的先進封裝製造產能。

這項投資計畫中,AMD與哪些台灣公司合作?

AMD與封裝測試廠日月光、矽品精密、力成,以及伺服器代工廠(ODM)Sanmina、緯穎、緯創與英業達等夥伴合作。

AMD在此次合作中專注於哪些關鍵技術?

主要專注於小晶片(Chiplet)架構、高頻寬記憶體(HBM)整合、3D混合鍵合、基於晶圓的2.5D橋接互連技術(EFB),以及面板級EFB互連技術等先進封裝與製造技術。

什麼是AMD Helios平台?預計何時推出?

AMD Helios是一個機架級平台,整合了AMD Instinct MI450X GPU、第六代EPYC CPU及ROCm軟體堆疊,旨在提供顛覆性的AI效能。該平台預計於2026年下半年部署。

AMD董事長蘇姿丰對此次合作有何看法?

她表示,透過結合AMD的高效能運算與台灣產業體系及全球策略合作夥伴,正在實現整合式的機架級AI基礎設施,以協助客戶加速部署下一代AI系統。