Thursday, May 21st 2026 AMD Announces More Than $10 Billion in Taiwan Ecosystem Investments to Accelerate AI Infrastructure Press Release by GFreeman Today, 10:33 Discuss 6 Comments To meet the growing demand for AI infrastructure, AMD NASDAQ: AMD today announced more than $10 billion in investment… …
… "Today's achievement is an important step in Micron's $200 billion investment plan to expand memory manufacturing and R&D in the U.S.," said Sanjay Mehrotra, Chairman, President and CEO of Micron Technology. …
… Investment plans for the joint venture are still being worked out, and Sony is also considering additional capital investment in its existing Nagasaki plant. …
… "As a founding partner of the EPIC Center, TSMC gains earlier access to Applied's innovation teams and next-generation equipment, helping accelerate the path from technology development to high-volume manufacturing." Applied's new, $5 billion EPIC Center in Silicon Valley represents the largest-eve… …
… AMD joined Open Telco AI, a GSMA-led initiative to accelerate telco-grade AI models and systems, with AMD Instinct GPUs training Open Telco AI models. …
… "Through our advanced manufacturing capabilities and preemptive infrastructure investments, we will continue to drive the growth of the global AI memory market." Samsung's HBM4E delivers a stable pin speed of 14 gigabits-per-second Gbps , with performance scalable up to 16 Gbps to support increasin… …
… Here, given its 64 GB maximum memory, it can't run GPT OSS 120B and Qwen 3.5 122B, while generative AI workloads are shown with an average 4x performance gain. The Mac Mini also lags behind in certain advanced generative AI models. …
… When repair is used instead of replacement a device can stay in the field longer, which helps maximize your investment and helps reduce waste. The AI PC cycle has already arrived. …
… Capital intensity is also expected to increase to 34%, reflecting a strategic shift from demand-driven capacity expansion toward large-scale AI infrastructure investment aimed at securing long-term competitive advantages. The underlying driver is likewise Agentic AI. …
… Announced collaboration with T-Mobile and Nokia to integrate physical AI applications on AI-RAN-ready infrastructure, as well as a commitment with global telecom leaders to build 6G wireless networks on AI-native, open and secure platforms. …