AMD chief Lisa Su is racing through Asia to lock down AI chip supply, and Taiwan's market is celebrating with a record-breaking rally.

• Su landed in Taiwan for closed-door meetings with TSMC, Quanta, Wistron, Inventec and Pegatron to check delivery schedules into next year, covering liquid cooling, rack assembly and testing.
• She flies to South Korea next to talk AI chips and high-bandwidth memory with the big memory and foundry players there.
• AMD just paid $8.2 billion for World Labs, the startup founded by AI pioneer Fei-Fei Li, pushing into 3D spatial computing to strengthen its software side.
• Taiwan's market jumped over 1,200 points to close near 49,700, a record, with TSMC hitting an all-time high after weak US jobs data lifted Wall Street and Asia.
• Copper-clad laminate and ABF substrate makers surged, while UMC fell over 4% despite its AI and silicon photonics push.

Outlook: Bank of America now sees the AI data center market reaching $2.2 trillion by 2030, keeping Nvidia, TSMC and Micron in favor — but the speed of this rally leaves Taiwan's high-priced chip names exposed if AI spending cools.