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.
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