AMD Looking To Procure Chips From TSMC's U.S. Fab - Report

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According to The Review, while Apple and NVIDIA are locked in as TSMC’s first customers for the Arizona facility, the company is also in talks with AMD and its subsidiary Xilinx to supply them with the necessary products from the American fab. Currently, TSMC’s official statements have limited production from the fab to 5-nanometer products, but the company’s founder Dr. Morris Chang, believes that 3-nanometer will also be available. Dr. Chang’s statements are also bolstered by rumors of a planned expansion, which was recently reported by Bloomberg and had been making rounds in the rumor mill since March last year.

2024 and 2025 are going to be important for AMD because of speculation that INTC will get their act together and make up some ground on AMD’s technology lead…doc

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At the event, Advanced Micro Devices Inc. AMD, 0.60% Chief Executive Lisa Su said AMD also expects to be “a big customer of both fabs.” AMD shares fell 4.6% Tuesday.

“We could not do what we do without our partnership with TSMC,” Su said. “Which is why we are so excited about today’s milestone. A strong, geographically diverse, and resilient supply chain is essential to the global semiconductor industry.”

Glad to see AMD was there…doc

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