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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As industrial drone adoption grows, startups are finding bigger opportunities in infrastructure, inspections and field operations.
Updated
May 25, 2026 3:21 PM
An oil pump on a field. PHOTO: UNSPLASH
As drone adoption grows across industrial sectors, more startups are moving beyond hardware sales and into service-based business models. Instead of simply selling drones, companies are increasingly trying to build recurring revenue through inspection, mapping and infrastructure-monitoring services. That shift is shaping ZenaTech’s latest expansion strategy.
ZenaTech is a Vancouver-based startup that develops AI drone and Drone as a Service (DaaS) technologies. The company has signed an offer to acquire an Alberta-based land surveying and geomatics business operating across Western Canada. If completed, the deal would mark ZenaTech’s first land surveying acquisition in Canada and its first major push into the oil and gas sector.
The move gives the startup something more valuable than just another acquisition target. It provides direct access to an industry where drones are already becoming part of everyday operations.
The Alberta surveying company works with oil and gas producers across Alberta, Eastern British Columbia and Saskatchewan. Its services include land surveying, geomatics, mapping and environmental support for infrastructure and energy development projects.
According to ZenaTech, drones are already used in roughly 80 percent of the target company’s existing projects. That matters because it reduces the operational gap between traditional surveying work and AI-powered automation.
Rather than introducing drones into a completely manual workflow, ZenaTech is entering a business where drone-based data collection is already established. The startup says it plans to build on that foundation by integrating more AI-powered capabilities across surveying, mapping, inspections and infrastructure monitoring.
Shaun Passley, Ph.D., CEO of ZenaTech, said: "This proposed acquisition represents an important strategic expansion of our Drone as a Service business into Canada’s oil and gas sector, one of the most significant energy markets in North America. This company brings an established commercial customer base, strong regional expertise, and extensive experience supporting surveying and geomatics projects including for some large producers. We believe there is a significant opportunity to further enhance these services through AI-powered drone technology for surveying, mapping, inspections, and infrastructure monitoring applications, enabling us to establish a core expertise that we can bring to this fast-growing global industry."
The timing is also significant. ZenaTech pointed to estimates showing the global oil and gas drone inspection services market is currently valued at around US$ 2.3 billion and projected to grow at a compound annual growth rate of roughly 28.5 percent.
Much of that growth is being driven by energy companies looking for faster ways to inspect infrastructure, monitor remote sites and reduce manual field operations.
ZenaTech’s broader strategy centers around building a global DaaS network through acquisitions. Instead of creating local operations from scratch, the startup is acquiring existing service businesses with established customers and then layering drone automation and AI systems into those operations.
The company says its DaaS platform offers businesses and government clients subscription-based or on-demand drone services across areas such as inspections, surveying, maintenance, inventory management and precision agriculture.
The larger opportunity for startups in this space may not be drone manufacturing alone. Increasingly, the focus is shifting toward startups that can build scalable drone service networks and integrate them into industries that already rely on large-scale field operations. Oil and gas appear to be one of the next major targets for that expansion.