[News] AMD to Double Down on U.S. Output, with First Domestic Chip Set to Roll Out from TSMC Arizona

With NVIDIA unveiling a massive up to $500 billion investment in the U.S., AMD, another American chip powerhouse, is also doubling down on domestic production. CEO Lisa Su confirmed today that AMD is boosting U.S. output, and according to Reuters, its flagship chips will soon roll off TSMC’s new Arizona line—marking the first time they’re made in the U.S.

Until now, AMD’s chips have only been made at TSMC’s fabs in Taiwan, the Reuters report adds.

According to Anue and TechNews, AMD CEO Lisa Su emphasized that while Taiwan is key to AMD’s supply chain, the company is also stepping up its U.S. presence — from chips to AI servers. Su noted that acquiring ZT Systems for $4.9 billion in March was a key move to boost AMD’s AI server production in the U.S., the Anue report suggests.

Notably, in terms of the upcoming chip tariffs Trump is expected to announce later this week, Su noted that she believes AMD’s supply chain is flexible enough to handle rising tariffs, as suggested by the Economic Daily News.

Su delivered a keynote speech at National Taiwan University today, and made further comments on AMD’s expansion plan in America on the sidelines.

To echo her remarks for U.S. production, AMD announces today that its next-gen EPYC CPU, codenamed “Venice,” will be the first HPC chip built on TSMC’s cutting-edge 2nm (N2) process.

According to its press release, the U.S. chip titan has successfully brought up and validated its 5th Gen EPYC CPUs at TSMC’s Arizona Fab 21, highlighting its strong push for U.S.-based manufacturing, and expects to launch the product in 2026.

AMD isn’t the only chipmaker securing space at TSMC’s Arizona fab. NVIDIA just revealed plans to invest up to $500 billion in U.S. AI server production over the next four years and confirmed that its Blackwell chips are now rolling off the line at TSMC’s Phoenix plant.

Read more

• [News] NVIDIA Plans $500 billion AI Investment in U.S., with Taiwan’s TSMC and Foxconn Leading the Charge
• [News] TSMC Gears Up for SoIC, Reportedly Secures Orders from NVIDIA’s Rubin After AMD and Apple

(Photo credit: AMD)