AMD CEO Willing To Buy Chips From Fabs Other Than TSMC
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AMD chief Dr. Lisa Su has expressed willingness to diversify her firm's semiconductor sourcing to mitigate the after-effects of a potential conflict in Taiwan that could disrupt global supply chains. AMD sources most of its chips from the Taiwan Semiconductor Manufacturing Company (TSMC). All of TSMC's leading-edge chip fabrication facilities are located in Taiwan, with the situation becoming more precarious after the firm announced earlier this week that a crucial new plant in America would delay production by a year. Dr. Su's remarks came in an interview she gave to Nikkei in Japan on Friday as part of her trip to Asia, which has seen her stop in Taiwan for several events.
TSMC kicked off 3-nanometer semiconductor mass production last year, joining South Korea's Samsung to become one of the few companies in the world capable of producing advanced chips. The first batch of the Taiwanese fab's latest products is believed to always head Apple's way due to less stringent technical requirements and the close partnership between the two.
On the other hand, AMD requires chips with higher technical requirements, and the firm's latest products are built using TSMC's 5-nanometer and 4-nanometers manufacturing technologies. Dr. Su's visit to Taiwan came with rumors of meeting with TSMC management to discuss a partnership for the 3-nanometer products, and so far, it appears that she is willing to consider other foundries as well.
Her talk with Nikkei revolved around AMD's plans to diversify its semiconductor supply chain and the boom in artificial intelligence. Dr. Su is quite optimistic about AI
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