AMD CEO Lisa Su Said Chips Manufactured in TSMC US Plant Cost 5-20% More

Posted on Edited on

Quick Report

AMD CEO Lisa Su revealed that chips manufactured at TSMC's Arizona facilities cost 5-20% more than equivalent chips produced in Taiwan, but emphasized the cost premium is justified for supply chain resilience and diversification.

  • TSMC Arizona chips cost “more than 5% but less than 20%” compared to Taiwan production
  • AMD expects first chips from TSMC's Arizona facility by end of 2025
  • Yield rates at Arizona plant already comparable to Taiwan facilities
  • Cost premium justified by supply chain diversification and pandemic resilience lessons
  • Su welcomes Trump administration's “AI action plan” and balanced export policy approach

Written using GitHub Copilot Sonnet in agentic mode instructed to follow current codebase style and conventions for writing articles.

Source(s)

  • Bloomberg
  • TPU