Thursday, July 31st 2025

AMD Chips Made at TSMC USA to Cost 5-20 Percent More, But Worth it: CEO Lisa Su

In an interview with Bloomberg, AMD CEO Dr Lisa Su revealed that the company's chips manufactured at the U.S. based fab of TSMC will cost anywhere between 5% to 20% more than the ones TSMC makes back home in Taiwan, but assured that the added cost and supply-chain resilience would make the price-hike worth the effort. Su alluded to the lack of supply-chain resilience being sorely felt by the tech industry during the COVID-19 pandemic years, causing significant second order effects across the world economy.

TSMC has a manufacturing facility in Arizona, but its most advanced node is 4 nm EUV, referred to internally as the N4 family of foundry nodes by TSMC. AMD makes various CPUs, GPUs, FPGAs, and other devices on the TSMC N4P node, but the company is transitioning to the new TSMC N2 (2 nm Nanosheet) node, starting with its next-generation "Zen 6" CPU family. It is widely expected that while the CCDs of "Zen 6" based Ryzen desktop and EPYC server processors are based on N2, the company will introduce new-generation I/O dies for both its client and server processors that will be built on TSMC N4P, advancing from the current TSMC N6.
Sources: Bloomberg, Tech Radar
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29 Comments on AMD Chips Made at TSMC USA to Cost 5-20 Percent More, But Worth it: CEO Lisa Su

#26
azrael
So, extended AMD/Intel chip manufacturing in Europe when? AMD had its fab in Germany and spun it off. Intel has (unsurprisingly TBH) shelved all plans for new fabs in Europe, but they still have some existing ones in Ireland, if I'm not mistaken.
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#28
Darmok N Jalad
dir_dSo dumb, they rushed to make chips in the US but there's still no supply train here so they ship them out to package in other countries. Whats the point of making the chips here if they still have to go out of the US to get packaged?
Well, if enough production happens in the US, then that might be the next wave of manufacturing to build up.
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#29
GodisanAtheist
Darmok N JaladWell, if enough production happens in the US, then that might be the next wave of manufacturing to build up.
- Another 5-20% increase for packaging domestically, then another 5-20% for OEMs to bring their final assembly over, then another 5-20% for...
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