23 mei 2026 · 13:23

AMD $10B Taiwan Packaging Bet: AI Chip Supply Shifts

AMD is committing ten billion dollars to Taiwan's AI chip packaging ecosystem over three years, backing an alternative to TSMC's oversubscribed CoWoS technology. For European cloud providers, carmakers and research labs that have been waiting months for advanced AI hardware, this is the most consequential supply-chain move of 2026. This episode unpacks the AMD bet alongside China's new humanoid robot ID system, OpenAI's breakthrough in pure mathematics, and the US-Sweden tech pact that is already unsettling Brussels.