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 workplace knowledge spreads across chats, AI firms are building systems that can structure, retrieve and preserve it over time.
Updated
May 26, 2026 5:40 PM
A messaging app on a phone. PHOTO: ADOBE STOCK
Votee AI, an enterprise AI company headquartered in Hong Kong, has partnered with its Toronto-based research lab Beever AI to launch Beever Atlas. The new platform is designed to turn workplace chats into searchable knowledge that AI systems can retrieve and understand.
The release focuses on a growing issue inside organisations. Much of today’s workplace knowledge now exists inside chat platforms such as Slack, Microsoft Teams, Discord and Telegram. Important discussions, project decisions and technical information often disappear into long message histories that are difficult to search later.
Beever AI developed the platform to organise those conversations into a structured system for AI assistants. The software connects with Telegram, Discord, Mattermost, Microsoft Teams and Slack, then converts conversations into linked records of people, projects, files and decisions.
The collaboration combines Votee AI’s enterprise infrastructure work with Beever AI’s research around AI memory systems. The companies are releasing two versions of the product. The open-source edition is aimed at individual developers, researchers and creators. The enterprise edition is designed for banks, government agencies and larger organisations with stricter security requirements.
The release also reflects a broader shift happening across the AI industry. Companies are increasingly looking at how AI systems store and retrieve long-term knowledge, rather than relying solely on large context windows or search-based retrieval.
Earlier this year, OpenAI founding member and former director of AI at Tesla Andrej Karpathy discussed the growing need for what he described as “LLM Knowledge Bases.” He argued that AI systems need structured and evolving memory rather than depending only on context windows and vector search.
Beever Atlas approaches that problem through workplace communication. Instead of focusing mainly on uploaded files, the system is designed around conversations that happen daily across team chat platforms. It can also process images, PDFs, voice notes and video files within the same searchable system.
The companies say the software is designed to work directly with AI assistants and coding tools such as Cursor, AWS Kiro and Qwen Code. Integrations for OpenClaw and Hermes Agent are expected later in 2026.
Pak-Sun Ting, Co-Founder and CEO of Votee AI said: "Hong Kong has always been known for property and finance. Beever Atlas is proof that world-class AI infrastructure can emerge from an HK-headquartered company and be shared openly with the world. Every growing organization faces the same silent liability: conversational knowledge loss. Beever Atlas turns this perishable resource into a compounding organizational asset."
A large part of the enterprise version focuses on privacy and access control. The system mirrors permissions from Slack and Microsoft Teams so users can only retrieve information they are already authorised to access. Permission updates are reflected automatically when access changes inside company systems.
The enterprise edition also includes audit logs, encryption controls and data retention settings for organisations handling sensitive internal data. Companies can run the software entirely inside their own infrastructure using Docker and connect it to their preferred AI models through LiteLLM.
The companies argue that organising information is more useful than simply storing chat archives. Jacky Chan Co-Founder and CTO of Votee AI said: "The key technical decision was to treat agent memory as a knowledge engineering problem, not a retrieval problem. Structure beats similarity — a typed graph of who works on what is more useful to an AI than vector search over a Slack archive."
The software also includes protections against prompt injection attacks and systems designed to reduce hallucinated responses. According to the companies, the AI is designed to return “I don't know” with citations when confidence is low instead of generating unsupported answers.
As workplace communication becomes increasingly fragmented across chat platforms, companies are beginning to treat internal conversations as information that AI systems can organise, retrieve and build on. Beever Atlas reflects a broader push to turn everyday workplace communication into long-term organisational memory.