00:00Lisa Su, the CEO of U.S. chip design company AMD, just touched down in Taiwan right as the company
00:06announced it will invest 10 billion U.S. dollars in Taiwan's ecosystem as demand for AI infrastructure surges.
00:16Su called Taiwan critical to the company's long-term strategy.
00:20While AMD designs advanced chips in the U.S., it depends heavily on Taiwan, especially TSMC, to manufacture them.
00:28AMD says its next-generation VENIS CPUs are now in production using TSMC's 2nm process.
00:36TSMC has been a tremendous partner for AMD and I would say is a very key reason that we have
00:42been so successful.
00:44And what we wanted to be was the first to really ramp 2nm HPC technology.
00:50So we're happy to announce that our newest CPU chip, VENIS, has started its production ramp here in 2nm.
01:00The investment comes as competition intensifies in the global AI chip market.
01:05Analysts say AMD is one of the few companies capable of challenging competitor NVIDIA, which currently dominates the market for
01:12graphics processors.
01:14You actually need all different types of solutions. So you need CPUs, GPUs, as well as ASICs and other technologies.
01:23I think that is the advantage that we have as AMD is that we have all of these components.
01:27So if you think about, you know, six months ago or 12 months ago, nobody was talking about CPU shortages
01:33or CPUs being tight.
01:35But with inferencing demand increasing, now CPUs are very much in the center of what's important.
01:41And this is where AMD is very, very strong.
01:44Su met TSMC CEO C.C. Wei in Taipei ahead of the forum.
01:48Her visit also follows a trip to Beijing earlier this week where she reaffirmed AMD's commitment to the Chinese market.
01:55The back-to-back meetings highlight how chip makers are trying to maintain ties between Washington and Beijing while relying
02:02on Taiwan for manufacturing.
02:05Su's appearance comes just one week ahead of Computex, one of the world's biggest technology shows, and NVIDIA's GTC in
02:12Taipei.
02:13And as global demand for chip surges, Taiwan is once again at the center of the AI industry.
02:18Howard Zhang and Lily Lamatina in Taipei for Taiwan Plus.
02:21There's no surprise.
02:22Nobody says hi to the gamer at are.
02:22But if you can do the organ on TV at the end of the day, make sure you can buy
02:24another guy from scratch to the top of the knockboard.
02:24I guess that only people use it as a road, instead of experiencing in the hips, or something that you
02:24got to maintain,
02:24If you don't know the mathematics, you can identify a difference.
02:24They're reaching out to the computer.
02:24So what I hope that you can make your immediate detail today?
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