AMD Is Investing More Than $10 Billion in Taiwan to Build Advanced Chip Packaging With TSMC. Here's What Lisa Su Is Actually Buying With That Money.

NVIDIA (NVDA) guided Q2 revenue to $91B, AVGO projected Q3 AI revenue of $16B (200% YoY growth), and AMD's CEO expects data center revenue to double by 2027. Shares of all three companies have pulled back recently despite strong earnings and growth outlooks.

SK Hynix is entering the Co-Packaged Optics (CPO) market to enhance AI system performance, relying on TSMC's technologies and Taiwanese suppliers. Samsung may use testimony in a legal case against CXMT to challenge China's memory chip industry. AMD is reportedly partnering with Google for custom AI chips, competing with Broadcom and MediaTek. Samsung is accelerating its Texas chip manufacturing expansion, targeting Tesla's AI chips for its 2nm technology. TSMC has developed A16 technology for fa

Google is reportedly collaborating with AMD for its new TPU, potentially benefiting AMD's AI infrastructure solutions. AMD's Q2 2026 results showed revenue growth of 50% YoY to $11.5B, with data center revenues up 107% YoY. Earnings rose 246% to $1.66 per share, exceeding estimates. The company launched new GPUs, CPUs, and rack-scale systems. Analysts rate AMD stock a 'Strong Buy' with a mean target price of $621.73, suggesting 35% upside.

TSMC proposed a shared takeover of Intel's chip foundries with NVIDIA, Broadcom, and AMD, aiming for less than 50% ownership. Intel is divided on the deal, and TSMC seeks partners who are Intel's advanced-manufacturing customers. The companies face challenges due to differing processes and trade secrets. U.S. President Donald Trump encouraged TSMC to assist Intel, aiming to strengthen domestic production. Intel has struggled amid industry shifts, with TSMC investing $160 billion in U.S. data cen

Advanced Micro Devices (AMD) reported $11.5B in Q2 revenue, up 50% YoY, with a 20% net income margin. Arm Holdings (ARM) posted $1.3B in Q2 revenue, up 22% YoY, with an 8% operating margin. AMD anticipates Q3 revenue of $13B, while ARM forecasts $1.4B. Both companies are expanding in the semiconductor industry, with AMD seeing strong AI-driven demand.

NVIDIA (NVDA) may ship its next-gen Rubin Ultra GPU with less memory (192GB-256GB) than initially planned (1TB), according to The Information. AMD (AMD) is confident in its Helios AI system, which ships later this year to major customers like Microsoft and Meta, and claims to have secured sufficient memory. Both companies are navigating a memory shortage in the AI chip market.