AMD's Lisa Su Highlights Taiwan's Role in Chip Designer's Strategy
Lisa Su, CEO of US chip designer AMD, has announced more than US$10 billion in investment across Taiwan’s semiconductor ecosystem as demand for AI infrastructure surges. Speaking in Taipei, Su underscored Taiwan’s critical role in AMD’s long-term strategy and highlighted its reliance on TSMC for manufacturing.
REPORTER:
Lisa Su, the CEO of US chip design company AMD, just touched down in Taiwan, right as the company announced it will invest more than 10 billion US dollars across Taiwan’s ecosystem as demand for AI infrastructure surges.
REPORTER:
Su called Taiwan critical to the company’s long-term strategy.
While AMD designs advanced chips in the US, it depends heavily on Taiwan – especially TSMC – to manufacture them.
AMD says its next-generation “Venice” CPUs are now in production using TSMC’s 2-nanometer process.
Lisa Su (CEO, AMD):
TSMC has been a tremendous partner for AMD and I would say is a very a key reason that we have been so successful. And what we wanted to be was the first to really ramp two nanometer HPC technology. So we're happy to announce that our newest CPU chip, Venice, has started its production ramp here in two nanometers.
REPORTER:
The investment comes as competition intensifies in the global AI chip market.
Analysts say AMD is one of the few companies capable of challenging Nvidia – which currently dominates the market for graphics processors.
Lisa Su (CEO, AMD):
You actually need all different types of solutions. So you need CPUs, GPUs as well as Asics and other technologies. I think that is the advantage that we have as AMD is that we have all of these components. So if you think about, you know, six months ago or 12 months ago, nobody was talking about CPU shortages or CPUs being tight. But with inferencing demand increasing now, CPUs are very much in the center of what's important. And this is where AMD is very, very strong.
REPORTER:
Su met TSMC CEO C.C. Wei in Taipei ahead of the forum.
Her visit also follows a trip to Beijing earlier this week, where she reaffirmed AMD’s commitment to the Chinese market.
The back-to-back meetings highlight how chipmakers are trying to maintain ties between Washington and Beijing, while relying on Taiwan for manufacturing.
REPORTER:
Su’s appearance comes just one week before Taipei hosts Computex – one of the world’s biggest technology shows – and Nvidia’s GTC.
And with chip demand surging worldwide, Taiwan is once again at the center of the AI industry.
