AMD launched its new MI455X GPU and sixth-generation EPYC series CPU at the "Advancing AI 2026" event on July 23rd, both manufactured using TSMC's 2nm process. These new AI chips will form the Helios rack-level solution, expected to drive robust orders for TSMC's advanced processes as they ship successively.
AMD's new 2nm AI chips intensify competition in the GPU market, increasing demand for TSMC's leading-edge manufacturing capacity.