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Another Chips Giant Commits To Manufacturing In US

Advanced Micro Devices (AMD) will begin chip production at its Taiwan Semiconductor Manufacturing Company (TSMC) facility in Arizona, marking its processors being first made in US soil.

The announcement, submitted by Taipei CEO Lisa Su on Tuesday, shows a sharp pivot of AMD’s manufacturing strategy as the Trump administration strengthens scrutiny of foreign-made semiconductors. As Washington calls for tariffs on chip imports over national security concerns, AMD will join the growth list of technology giants racing to localize their operations during increased trade risks. (Related: The Chip Giant announces that they will build a completely new supercomputer in the US)

“TSMC has been a key partner for many years, and deep collaboration with the R&D and manufacturing teams has allowed AMD to consistently deliver leadership products that push the boundaries of high-performance computing,” says Su. press release. “Being a lead HPC customer at TSMC’s N2 Process and TSMC Arizona Fab 21 is a great example of how we work closely together to deliver sophisticated technologies that drive innovation and drive the future of computing.”

The AMD shift states have been moving even before President Donald Trump takes office, but as the administration prepares to call, the announcement of SU will be announced Section 232 of the Trade Expansion Act – A move that allows foreign tips to be charged a swept fee if the White House is deemed important to national security. Formal investigations have been disclosed in the federal register Submit Monday.

Until now, AMD has largely relied on TSMC facilities in Taiwan for chip manufacturing. However, TSMC’s transition to a new Arizona facility has been operating since late 2024 and is operating in collaboration with Apple and Nvidia, representing a broader driving force for localizing it in light of geopolitical and trade tensions.

Nvidia, a major AMD rival in the AI ​​hardware space, announced Monday that it will work with TSMC and others to manufacture AI supercomputers and blackwell chips in the US.

“This is very big and exciting news,” Trump said of Nvidia’s investment. “All necessary permits will be delivered quickly to NVIDIA to all businesses that promise to be part of America’s golden age!”

AMD’s Stateside expansion coincides with a March acquisition of US server manufacturer ZT Systems. According to To Reuters. I also have an Apple Confirmed Limited chip production at the Arizona factory.

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