Advanced Micro Devices Inc (AMD) yesterday said it is meeting with local ecosystem partners, including Taiwan Semiconductor Manufacturing Co (TSMC, 台積電), to discuss strategies, including long-term manufacturing, to navigate uncertainties such as US tariffs, as Taiwan occupies an important position in global supply chains.
AMD chief executive officer Lisa Su (蘇姿丰) told reporters that Taiwan is an important part of the chip designer’s ecosystem and she is discussing with partners and customers in Taiwan to forge strong collaborations on different areas during this critical period.
AMD has just become the first artificial-intelligence (AI) server chip customer of TSMC to utilize its advanced 4-nanometer process technology in Arizona to produce its new server chip.
Photo courtesy of AMD
The US company is also working with TSMC to produce next-generation server chips, dubbed Venice, using 2-nanometer technology, paving the way for commercial launch next year, it said.
Su, who on Monday met with TSMC chairman and chief executive officer C.C. Wei (魏哲家) in Hsinchu, said that TSMC is at the center of AMD’s overall partnership ecosystem.
“We are discussing some strategies ... One is to think about what our long-term manufacturing strategy is, and then also some of the things that we will do in the short term to ensure that we continue to support our customers,” Su told reporters when asked what the discussions would involve.
“Of course, US manufacturing is a key priority for us as a US company,” Su said. “But we also have a lot of customers around the world, and we have a very strong partner network in our supply chain. So we will work with all of our partners to navigate some of these uncertainties.”
AMD is monitoring the tariff situation very carefully, Su said in response to a reporter’s question about the imminent semiconductor probes that the administration of US President Donald Trump said it would launch in preparation for levying more tariffs on imported chips.
Su said she had the chance to talk with the US government and would continue the discussions as part of the company’s overall manufacturing and research and development strategy.
“Well, I think when I look at all of the various things, the key point is that semiconductors are so important in the world,” Su said. “And I think this is one of the things that we have seen. So, every government is, of course, thinking about their policies.”
From AMD’s standpoint, the company wants a very resilient supply chain and Taiwan continues to be an important part of that supply chain, Su said.
But the US is also going to be very important, she added.
AMD is expanding its work in the US, including its collaboration with TSMC and other key supply chain partners, she said.
SEMICONDUCTORS: The German laser and plasma generator company will expand its local services as its specialized offerings support Taiwan’s semiconductor industries Trumpf SE + Co KG, a global leader in supplying laser technology and plasma generators used in chip production, is expanding its investments in Taiwan in an effort to deeply integrate into the global semiconductor supply chain in the pursuit of growth. The company, headquartered in Ditzingen, Germany, has invested significantly in a newly inaugurated regional technical center for plasma generators in Taoyuan, its latest expansion in Taiwan after being engaged in various industries for more than 25 years. The center, the first of its kind Trumpf built outside Germany, aims to serve customers from Taiwan, Japan, Southeast Asia and South Korea,
Gasoline and diesel prices at domestic fuel stations are to fall NT$0.2 per liter this week, down for a second consecutive week, CPC Corp, Taiwan (台灣中油) and Formosa Petrochemical Corp (台塑石化) announced yesterday. Effective today, gasoline prices at CPC and Formosa stations are to drop to NT$26.4, NT$27.9 and NT$29.9 per liter for 92, 95 and 98-octane unleaded gasoline respectively, the companies said in separate statements. The price of premium diesel is to fall to NT$24.8 per liter at CPC stations and NT$24.6 at Formosa pumps, they said. The price adjustments came even as international crude oil prices rose last week, as traders
SIZE MATTERS: TSMC started phasing out 8-inch wafer production last year, while Samsung is more aggressively retiring 8-inch capacity, TrendForce said Chipmakers are expected to raise prices of 8-inch wafers by up to 20 percent this year on concern over supply constraints as major contract chipmakers Taiwan Semiconductor Manufacturing Co (TSMC, 台積電) and Samsung Electronics Co gradually retire less advanced wafer capacity, TrendForce Corp (集邦科技) said yesterday. It is the first significant across-the-board price hike since a global semiconductor correction in 2023, the Taipei-based market researcher said in a report. Global 8-inch wafer capacity slid 0.3 percent year-on-year last year, although 8-inch wafer prices still hovered at relatively stable levels throughout the year, TrendForce said. The downward trend is expected to continue this year,
POWERING UP: PSUs for AI servers made up about 50% of Delta’s total server PSU revenue during the first three quarters of last year, the company said Power supply and electronic components maker Delta Electronics Inc (台達電) reported record-high revenue of NT$161.61 billion (US$5.11 billion) for last quarter and said it remains positive about this quarter. Last quarter’s figure was up 7.6 percent from the previous quarter and 41.51 percent higher than a year earlier, and largely in line with Yuanta Securities Investment Consulting Co’s (元大投顧) forecast of NT$160 billion. Delta’s annual revenue last year rose 31.76 percent year-on-year to NT$554.89 billion, also a record high for the company. Its strong performance reflected continued demand for high-performance power solutions and advanced liquid-cooling products used in artificial intelligence (AI) data centers,
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