AMD targets advanced packaging, substrates and rack systems with its US$10 billion investment in Taiwan, media report, adding AMD CEO Lisa Su told a Taipei forum that demand for AI infrastructure is entering a new wave of expansion. Tight supplies for a range of materials prompted AMD to make the investments in order to secure supplies as AI server volumes surge through 2029. Su said supply chain lead times have lengthened significantly, and that factory expansion must now be planned years in advance to better keep up with demand. $AMD(AMD.US) $NVIDIA(NVDA.US) $Intel(INTC.US) #semiconductors
Source: Dan Nystedt
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