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AMD and Nvidia deepen investments in Taiwan semiconductor ecosystem

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digitimes.com 2026-05-26

When AMD CEO Lisa Su arrived in Taiwan on May 20, she announced plans to invest more than US$10 billion with local supply-chain partners and the island's broader semiconductor ecosystem. The goal, she said, was to help secure a long-term supply of advanced artificial intelligence (AI) chips.

Intel CEO Lip-Bu Tan Taiwan-bound for closed-door meetings ahead of Computex

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digitimes.com 2026-05-26

Intel CEO Lip-Bu Tan is set to arrive in Taiwan this weekend, joining AMD CEO Lisa Su and Nvidia CEO Jensen Huang in a high-stakes push by the world's top chip leaders to deepen ties with Taiwanese partners ahead of Computex 2026.

Analysis: Lisa Su moves on China — and Nvidia's CUDA moat

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digitimes.com 2026-05-25

For AMD CEO Lisa Su, the current moment presents an opening that Nvidia does not have. Nvidia's high-end chips have repeatedly faced scrutiny and export restrictions in China, and Nvidia CEO Jensen Huang only recently confirmed in May that Nvidia once held as much as 95% market share there. That dominance has since been reset, with the bulk of that share ceding to domestic rival Huawei.

Huawei reveals post-Moore semiconductor roadmap targeting 1.4nm-equivalent chip performance

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digitimes.com 2026-05-25

As the global semiconductor industry confronts the limits of Moore's Law, Huawei has unveiled a new roadmap aimed at extending chip performance growth through architecture, interconnect, and system-level optimisation rather than pure transistor miniaturisation.

AI Memory Shortage: AMD's Lisa Su Identifies High-Bandwidth Memory as AI Chip Supply's Next Cap - Tech Times

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www.techtimes.com 2026-05-24 Tech Times

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Nvidia Is Cheap, Says A Wall Street Journal Columnist—But Prediction Markets Disagree With Him - Benzinga

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www.benzinga.com 2026-05-22 Benzinga

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AMD's Lisa Su says memory is becoming another pressure point for AI chips - digitimes

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www.digitimes.com 2026-05-22 digitimes

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