AMD's Lisa Su sees chips from TSMC's Arizona plant costing 5% to 20% more
Compared with similar parts from factories in
Taiwan , the US chips will be 'more than 5 per cent but less than 20 per cent' in terms of higher costs, she said at an
artificial intelligence (AI) event in Washington on Wednesday. AMD expects its first chips from TSMC's Arizona facilities by the end of the year, Su said.
The extra expense is worth it because AMD is diversifying the crucial supply of chips, Su said in a Bloomberg Television interview after her onstage appearance. That will make the industry less prone to the type of disruptions experienced during the pandemic.
'We have to consider resiliency in the supply chain,' she said. 'We learned that in the pandemic.'
TSMC's new Arizona plant is already comparable with those in Taiwan when it comes to the measure of yield – the amount of good chips a production run produces per batch – Su told the audience at the forum.
Taiwan Semiconductor Manufacturing Co's wafer fab 21 in Phoenix, Arizona, seen under construction in 2023. Photo: Shutterstock
The AI event was hosted by the All-In Podcast team and a consortium of technology leaders and lawmakers known as the Hill and Valley Forum. US President
Donald Trump and other administration officials also appeared at the venue to discuss the roll-out of their
'AI action plan'
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