AI growth is increasingly becoming a manufacturing, packaging and deployment challenge — not just a computing one.
Updated
May 26, 2026 5:28 PM
Taipei 101 and Taipei Nan Shan Plaza, viewed from Elephant Mountain. PHOTO: UNSPLASH
As AI companies continue scaling larger models and data centers, the pressure is no longer falling only on chip design. Manufacturing capacity, advanced packaging and infrastructure deployment are becoming equally important parts of the AI race. AMD’s latest investment announcement reflects how quickly that shift is accelerating.
The US chipmaker announced plans to invest more than US$10 billion across Taiwan’s semiconductor and manufacturing ecosystem to support next-generation AI infrastructure. The investment focuses on expanding partnerships and increasing advanced packaging capacity needed for future AI systems.
The announcement highlights a growing reality across the AI industry. Building powerful AI chips is no longer enough on its own. Companies now also need the manufacturing networks, packaging technologies and supply chain coordination required to deploy AI infrastructure at global scale.
AMD’s investments center heavily around advanced chip packaging, an area becoming increasingly critical as AI systems demand higher performance and greater power efficiency. Traditional chip architectures are struggling to keep pace with the size and complexity of modern AI workloads. Advanced packaging helps connect processors, memory and computing systems more efficiently while managing power and cooling limitations inside large-scale AI environments.
The company said it is working with Taiwan-based partners including ASE, SPIL and PTI to develop next-generation packaging technologies for its upcoming 6th Gen AMD EPYC processors, codenamed “Venice.” AMD also said it had qualified what it described as the industry’s first 2.5D panel-based EFB interconnect technology alongside PTI.
At the center of the broader strategy is AMD Helios, the company’s rack-scale AI infrastructure platform scheduled for deployment beginning in the second half of 2026. The platform combines AMD Instinct MI450X GPUs, 6th Gen EPYC CPUs, networking systems and AMD’s ROCm software stack into integrated AI infrastructure systems designed for hyperscale deployment.
Rather than selling individual processors alone, companies are increasingly building complete AI infrastructure platforms that combine hardware, software, cooling systems and power management into unified deployments. That transition is reshaping how AI infrastructure is designed, manufactured and delivered.
Taiwan is also becoming more deeply embedded in that process. AMD’s investment spans not only semiconductor packaging companies but also manufacturing and system integration partners including Sanmina, Wiwynn, Wistron and Inventec. The partnerships reflect Taiwan’s growing role as one of the operational centers of the global AI infrastructure economy.
Dr. Lisa Su, Chair and CEO of AMD, said: “As AI adoption accelerates, our global customers are rapidly scaling AI infrastructure to meet growing compute demand. By combining AMD leadership in high-performance computing with the Taiwan ecosystem and our strategic global partners, we are enabling integrated, rack-scale AI infrastructure that helps customers accelerate deployment of next-generation AI systems”.
Power efficiency is becoming another major challenge shaping AI infrastructure decisions. As AI workloads consume more electricity and generate more heat, infrastructure providers are increasingly being forced to rethink cooling systems, interconnect technologies and deployment economics.
AMD’s announcement signals how the AI competition is evolving beyond model development and raw computing power. The next stage may depend just as heavily on who can manufacture, package and deploy AI infrastructure fast enough to support global demand.
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Vizrt shows how live video can be produced anywhere, without complex studio setups
Updated
May 1, 2026 2:25 PM
A camera filming a still life on a table. PHOTO: UNSPLASH
Vizrt, a media technology company, has introduced a new AI-powered tool to simplify the creation of virtual scenes in live production. Its latest release, the AI Keyer, is built around a simple idea: remove the need for green screens and make virtual production possible in almost any environment.
Traditionally, creating virtual backgrounds or augmented reality (AR) scenes requires controlled studio setups, green screens, precise lighting and skilled operators. That makes high-end visual production expensive and difficult to scale, especially for smaller teams or live, on-the-ground reporting.
The AI Keyer is designed to address that gap. It uses AI trained on real-world footage to identify people in a frame and separate them from the background in real time. This allows production teams to replace backgrounds, insert AR graphics or place presenters into virtual environments—whether they are indoors, outdoors or on location.
"Creating XR environments typically demands large infrastructure investments and requires specialized skills for daily operations. The Vizrt AI Keyer removes all these constraints, so high-quality virtual scenes and AR graphics become a reality for live productions of every size", says Edouard Griveaud, Senior Product Manager at Vizrt.
In practical terms, this means a presenter can appear in a different location without moving, a remote speaker can be placed inside a virtual event space or branded graphics can be added to live interviews without a complex setup. The system works without chroma keying, reducing both preparation time and production overhead.
This shift also reflects how the company is approaching AI more broadly. Instead of treating it as a background feature, Vizrt is positioning AI as a core part of the content creation and delivery process.
"AI is transforming the world, and the creative industries are no exception. At Vizrt, we have been on this journey for years, embedding intelligence into our solutions, empowering storytellers and delivering real, measurable impact for our customers", says Rohit Nagarajan, CEO of Vizrt. "That is not a vision for tomorrow. That is happening today. The Vizrt AI Keyer is the latest proof point of our relentless commitment to innovation. Putting breakthrough technology in the hands of every creative, at every level, everywhere in the world".
Beyond the product itself, the direction is clear. By removing the need for green screens and complex setups, tools like the AI Keyer make it easier to produce high-quality visual content in more flexible settings. The result is a production model that is less tied to physical studios and more adaptable to real-world environments, where content can be created and adjusted in real time.