Advanced Micro Devices Inc. (AMD) CEO Lisa Su stated that semiconductor chips produced at Taiwan Semiconductor Manufacturing Company's (TSMC) U.S. facility in Arizona are priced between 5% and 20% higher than those manufactured at TSMC's plants in Taiwan. The price premium reflects the higher costs associated with U.S.-based production. Su also highlighted strong demand for AI chips from major clients such as OpenAI and Elon Musk's xAI, indicating a robust market for accelerator chips. TSMC's Arizona plant is expected to supply these chips by the end of 2025.
$AMD CEO Lisa Su said chips made at TSMC’s U.S. plant will cost 5% to 20% more than those from Taiwan, but called it a necessary tradeoff to improve supply chain resiliency. The first U.S.-made chips are expected later this year. Source: TechRadar/BBG https://t.co/IREztdatJV
$AMD 🚨 AMD CEO says its chips made in the US will be up to 20% more expensive, but claims that it’ll be worth the price hike -- TR
Lisa Su argues that while AMD CPUs could be up to 20% pricier if made in the US, that trade-off is worth it in terms of diversifying the supply chain. https://t.co/cIiTOtMtM1