AMD Plans $10 Billion Taiwan Expansion and Ramps 2nm Venice CPUs
AMD•AMD CEO Lisa Su said global CPU demand is tighter than expected, prompting quarterly capacity increases in Taiwan and a planned $10 billion investment in advanced packaging and manufacturing through 2027. The company is ramping Venice CPUs on TSMC's 2nm process and securing an MI450 AI accelerator deal with Anthropic.
1. CEO Highlights Tight CPU Demand
CEO Lisa Su said the global CPU market tightened significantly as AI inferencing and agentic AI applications increased demand beyond forecasts. AMD has responded by accelerating quarterly supply boosts with Taiwan foundry partners.
2. Major Taiwan Investment for AI Growth
AMD will invest over $10 billion in Taiwan through 2027, targeting advanced packaging, substrates and rack-scale AI manufacturing capacity. The plan includes incremental quarterly capacity increases and longer-term expansions to meet enterprise data center needs.
3. Venice CPU 2nm Production Ramp
Production of Venice CPUs using TSMC's 2-nanometer process is being ramped to capture growing data center spending on CPU-based AI workloads. The new nodes aim to compete on efficiency and performance against existing GPU-centric systems.
4. Anthropic MI450 Accelerator Partnership
AMD secured a deal to supply MI450 AI accelerators to Anthropic, signaling its ability to compete with leading AI chip vendors. This partnership builds on institutional rotation toward legacy semiconductor firms addressing the $132 billion data center compute market.
