Advanced Micro Devices (AMD) announced plans to manufacture its high-performance processor chips in the United States for the first time, with production set to begin at TSMC’s new facility in Arizona.
The move marks a significant milestone in AMD’s supply chain diversification strategy.
The shift to U.S. manufacturing aligns with broader industry trends amid heightened trade tensions and the Trump administration’s escalating tariff policies. The administration is currently investigating whether semiconductor imports pose a national security risk, a process that could pave the way for new tariffs on foreign-made chips.
“Our new fifth-generation EPYC is doing very well, so we’re ready to start production,” said AMD CEO Lisa Su during a media briefing in Taipei, referring to the company’s central processing unit designed for data centers. Previously, AMD’s chips were exclusively manufactured at TSMC facilities in Taiwan.
AMD now joins Apple and Nvidia in producing chips at the Arizona site operated by TSMC, Taiwan’s leading contract chipmaker. The development also follows AMD’s recent acquisition of ZT Systems, a major U.S.-based supplier of AI servers, further expanding its domestic operations.
“We want to have a very resilient supply chain,” Su said. “Taiwan continues to be a very important part of that, but the United States is also going to be important, and we’re expanding our work there, including with TSMC and other key supply chain partners.”
