Taiwan Tech Weekly: AMD Wins First Training Chip Order Outside NVIDIA; NVDA Prepays Amkor's Capex

Smartkarma

Yesterday

⬆ TSMC (Taiwan Semiconductor Manufacturing) - ADR - AMD commits $5bn to Anthropic for it to buy AI training accelerators, NVIDIA prepaying for Arizona packaging, Samsung and SK Hynix plan expansions to address future chip shortage.

Continue reading on Smartkarma:- https://www.smartkarma.com/insights/taiwan-tech-weekly-amd-wins-first-training-chip-order-outside-nvidia-nvda-prepays-amkor-s-capex?utm_source=tiger_community

By Vincent Fernando, CFA, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/vincent-fernando-cfa-f29d1c28-fc02-4296-afcd-5e900f012d86?utm_source=tiger_community

On TSMC (Taiwan Semiconductor Manufacturing) - ADR (TSM):- https://www.smartkarma.com/entities/taiwan-semiconductor-manufacturing-adr?utm_source=tiger_community

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One of the best stock trading platforms in Singapore.","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/news/2654068873"},"companyName":"Tiger Brokers"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2654068873\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2654068873?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-07-26 03:36","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2654068873","market":"sg","top_or_hot":-1,"title":"Taiwan Tech Weekly: AMD Wins First Training Chip Order Outside NVIDIA; NVDA Prepays Amkor's Capex","media":"Smartkarma","content":"<html><body><img src=\"https://static-prod.smartkarma.com/insight_cover_images/f3b87cc5-1472-477f-9d13-538dbc87f408.png\"/>\n<p>⬆  <a href=\"https://laohu8.com/S/TSM\">TSMC (Taiwan Semiconductor Manufacturing) - ADR</a> - <a href=\"https://laohu8.com/S/AMD\">AMD</a> commits $5bn to Anthropic for it to buy AI training accelerators, NVIDIA prepaying for Arizona packaging, Samsung and <a href=\"https://laohu8.com/S/HXSCL\">SK Hynix</a> plan expansions to address future chip shortage.</p><br/><p>Continue reading on Smartkarma:- https://www.smartkarma.com/insights/taiwan-tech-weekly-amd-wins-first-training-chip-order-outside-nvidia-nvda-prepays-amkor-s-capex?utm_source=tiger_community</p><p>By Vincent Fernando, CFA, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/vincent-fernando-cfa-f29d1c28-fc02-4296-afcd-5e900f012d86?utm_source=tiger_community</p><p>On TSMC (Taiwan Semiconductor Manufacturing) - ADR (TSM):- https://www.smartkarma.com/entities/taiwan-semiconductor-manufacturing-adr?utm_source=tiger_community</p></body></html>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Taiwan Tech Weekly: AMD Wins First Training Chip Order Outside NVIDIA; NVDA Prepays Amkor's Capex</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTaiwan Tech Weekly: AMD Wins First Training Chip Order Outside NVIDIA; NVDA Prepays Amkor's Capex\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1009381084\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/bb92df7ff435380d798b36afa44a5c07);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Smartkarma </p>\n<p class=\"h-time\">2026-07-26 03:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><img src=\"https://static-prod.smartkarma.com/insight_cover_images/f3b87cc5-1472-477f-9d13-538dbc87f408.png\"/>\n<p>⬆  <a href=\"https://laohu8.com/S/TSM\">TSMC (Taiwan Semiconductor Manufacturing) - ADR</a> - <a href=\"https://laohu8.com/S/AMD\">AMD</a> commits $5bn to Anthropic for it to buy AI training accelerators, NVIDIA prepaying for Arizona packaging, Samsung and <a href=\"https://laohu8.com/S/HXSCL\">SK Hynix</a> plan expansions to address future chip shortage.</p><br/><p>Continue reading on Smartkarma:- https://www.smartkarma.com/insights/taiwan-tech-weekly-amd-wins-first-training-chip-order-outside-nvidia-nvda-prepays-amkor-s-capex?utm_source=tiger_community</p><p>By Vincent Fernando, CFA, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/vincent-fernando-cfa-f29d1c28-fc02-4296-afcd-5e900f012d86?utm_source=tiger_community</p><p>On TSMC (Taiwan Semiconductor Manufacturing) - ADR (TSM):- https://www.smartkarma.com/entities/taiwan-semiconductor-manufacturing-adr?utm_source=tiger_community</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0256863811.USD","symbol_name":"ALLIANZ US EQUITY \"A\" INC","start_time":0,"source_url":"https://www.smartkarma.com/home/private-investor-solutions/","article_id":"2654068873","we_media_id":"1009381084","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2654068873","pubTimestamp":1785008161,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Smartkarma","introduction":"Smartkarma","home_visible":1,"id":"1009381084","head_image":"https://static.tigerbbs.com/bb92df7ff435380d798b36afa44a5c07"},"summary":"utm_source=tiger_community","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","LU1116320901.HKD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (HKD) INC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU1261432733.SGD":"Fidelity World A-ACC-SGD","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","LU1064131342.USD":"Fullerton Lux Funds - 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ADR - AMD commits $5bn to Anthropic for it to buy AI training accelerators, NVIDIA prepaying for Arizona packaging, Samsung and SK Hynix plan expansions to address future chip shortage.Continue reading on Smartkarma:- https://www.smartkarma.com/insights/taiwan-tech-weekly-amd-wins-first-training-chip-order-outside-nvidia-nvda-prepays-amkor-s-capex?utm_source=tiger_communityBy Vincent Fernando, CFA, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/vincent-fernando-cfa-f29d1c28-fc02-4296-afcd-5e900f012d86?utm_source=tiger_communityOn TSMC (Taiwan Semiconductor Manufacturing) - ADR (TSM):- https://www.smartkarma.com/entities/taiwan-semiconductor-manufacturing-adr?utm_source=tiger_community","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":true,"editions":null,"column":"","sentiment":"0","news_tag":"corporation","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"}}}