Advanced Micro Devices (AMD) has been one of the loudest winners in the 2026 AI trade, and the rally still has real fuel behind it. Big Tech keeps spending on AI infrastructure, cloud giants keep hunting for more chips, and AMD just gave investors another reason to stay interested.
On May 21, the company said that it will invest more than $10 billion across Taiwan to deepen partnerships and expand its advanced chip packaging and assembly footprint. That matters because AI is no longer just about fast chips. It is also about supply, packaging, and scale.