Nvidia rival AMD invests $12.8 billion in Taiwan chip industry
AMD has signed a multi-year, $12.8 billion investment programme with TSMC and other suppliers to expand AI-accelerator development and packaging capacity in Taiwan. The deal includes dedicated lines at TSMC's Hsinchu and Kaohsiung campuses.
According to Straits Times Business's Singapore briefing, AMD has signed a four-year, $12.8 billion programme covering Taiwan-based production of MI400-series AI accelerators and advanced packaging capacity. The investment covers dedicated CoWoS lines at TSMC's Hsinchu and Kaohsiung campuses and long-term offtake commitments with Taiwan-based test-packaging suppliers.
The programme aims to open ground for AMD in the data-centre GPU segment of its market-share race with Nvidia. The company plans first-batch shipments of the MI400X series in the second half of 2026 to enable early delivery to the sustained market, with supply deals with Microsoft, Meta and Oracle Cloud cited as references for the investment.
Taiwan's Ministry of Economic Affairs said the investment will create roughly 3,500 direct and 12,000 indirect jobs. AMD CEO Lisa Su said the investment is intended 'to strengthen resilience in the global supply of AI compute infrastructure.' Shares gained about 1.8% in pre-market trading after the news.
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