Behind the first step of US semiconductor giant AMD to start production in the United States is a major industry trend of expanding the AI market and restructuring the supply chain.
AMD to produce CPUs at TSMC’s Arizona plant for the first time in Japan
🟦 First production in the U.S.: AMD’s strategic pivot
AMD (Advanced Micro Devices) has announced that it will start production of some of the semiconductor products that have been outsourced to Taiwan’s TSMC at TSMC’s new factory in Arizona, USA. This is a groundbreaking move as AMD manufactures its own products in the United States for the first time.
The announcement also emphasizes that the company is ready to produce high-performance “5th Gen EPYC” CPUs for data centers, and is poised to launch a full-scale offensive in the AI server market. At the same time, Nvidia also announced plans for large-scale production in the United States, and semiconductor manufacturing in the United States has reached a major turning point.
🟦 “Restructuring of the supply chain” behind U.S. production
Behind AMD’s move are geopolitical risks, such as the U.S.-China trade friction and former President Donald Trump’s new tariff policy on semiconductors. Traditionally, companies have relied on overseas countries (especially Taiwan) for their main manufacturing bases, and companies are urgently need to diversify their supply chains.
In addition, it should not be overlooked that the demand for high-performance semiconductors is increasing rapidly with the evolution of AI technology. As the shortage of semiconductors becomes a global issue, securing a system that can provide a stable supply in their own countries is an urgent issue for companies. Other major companies such as Nvidia and Apple have also announced a policy of utilizing TSMC’s Arizona factory, and “production in the United States” is likely to become a keyword in the semiconductor industry more and more in the future.
🟦Summary
AMD’s start of semiconductor production in the U.S. is a strategic decision to address the growth and geopolitical risks of the AI market. In the future, the development of manufacturing infrastructure in the U.S. is expected to stabilize the supply chain.
Considering that CEO Lisa Hsu was present at the opening ceremony of TSMC’s Arizona factory, it can be said that this announcement was more of a predetermined route than a surprise.
