$Advanced Micro Devices(AMD)$ AMD is planning to invest more than $10 billion in Taiwan, but that doesn't mean TSMC is the only one that benefits. AMD keeps getting bigger, and the money is expected to flow across Taiwan's broader semiconductor ecosystem, including advanced packaging, chip substrates used in advanced chip packaging, and manufacturing capacity for complete AI systems. These investments are expected to run through 2029 and help its partners scale production of next-generation products like the Helios AI racks.

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