AMD Commits $10B to Taiwan Ecosystem, Boosts 2nm EPYC Venice Output
AMD•Advanced Micro Devices unveiled a $10 billion investment to expand Taiwan’s chip ecosystem and advanced packaging, supporting ramp-up of its 2-nanometer EPYC “Venice” production at TSMC and future Arizona fab. CEO Lisa Su said quarterly CPU supply will grow throughout this year with significant increases planned for 2027.
1. Strategic Investment in Taiwan
Advanced Micro Devices has committed $10 billion to expand Taiwan’s chip ecosystem, targeting advanced packaging and wafer fabrication capabilities. The funding will strengthen partnerships with local foundries and packaging providers to accommodate surging CPU demand driven by AI inference and agentic workloads.
2. CEO Lisa Su's Supply Ramp Initiatives
During her Taiwan visit, CEO Lisa Su met with suppliers and key customers to secure capacity expansions. She indicated that CPU supply will increase every quarter in 2026, with a significant production boost expected in 2027 to address the current market tightness.
3. Next-Generation EPYC Venice Production
AMD’s next-generation EPYC data center processor, code-named Venice, has commenced production at TSMC’s 2-nanometer node in Taiwan. Future volumes will ramp in Arizona, leveraging the node’s higher transistor density for enhanced performance and energy efficiency.
