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AMD's CEO Lisa Su Planning Trip to Taiwan, Said to be Visiting TSMC to Secure Future Wafer Allocation

TheLostSwede

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Based on a report by Tom's Hardware, AMD's CEO Lisa Su is planning a trip to Taiwan in the next couple of months. It is said that she is planning to meet with multiple partners in Taiwan, such as ASUS, Acer and maybe more importantly, ASMedia, which will be the sole maker of chipsets for AMD, once the X570 chipset is discontinued. AMD is apparently also seeing various less well known partners that deliver parts for its CPUs, such as Nan Ya PCB, Unimicron Technologies and Kinsus Interconnects.

However, it appears that the main reason for Lisa Su herself to visit Taiwan will be to meet with TSMC, to discuss future collaboration with CC Wei, TSMC's chief executive. This is so AMD can secure enough wafer allocation on future nodes, such as its 3 nm and 2 nm class nodes. The move to these nodes is obviously not happening in the near future for AMD, but considering that TSMC is currently the leading foundry and is operating at capacity, it makes sense to get in early, as the competition is stiff when it comes to getting wafer allocation on cutting edge nodes. It's unclear which exact 3 nm class node AMD will be aiming for, but it might be the N3P node, which is said to kick off production sometime next year. Lisa Su is also said to have meetings with TSMC, SPIL and Ase Technology when it comes to advanced packaging for AMD's products. This includes technologies such as chip-on-wafer-on-substrate (CoWoS) and fan-out embedded bridge (FO-EB), with AMD already being expected to use some of these technologies in its upcoming Navi 3x GPUs.



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TSMC has became the freakin' heart of today's modern technology, every big IT company are using them: Intel, AMD, Nvidia, Apple...

If there is a natural disaster that would destroy TSMC factories at taiwan the worldwide impact would be huge
 
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TSMC has became the freakin' heart of today's modern technology, every big IT company are using them: Intel, AMD, Nvidia, Apple...

If there is a natural disaster that would destroy TSMC factories at taiwan the worldwide impact would be huge

there's actually more to it, without the ASML machines or the ZEISS optics they would do nothing. And probably more.
 
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TSMC has became the freakin' heart of today's modern technology, every big IT company are using them: Intel, AMD, Nvidia, Apple...

If there is a natural disaster that would destroy TSMC factories at taiwan the worldwide impact would be huge

a lot of the world is connected this way, just look at the problems caused by Russia atm
 
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If there is a natural disaster that would destroy TSMC factories at taiwan the worldwide impact would be huge
There were several big quakes a few days ago. No issues with factories as far as I know.
 
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TSMC has became the freakin' heart of today's modern technology, every big IT company are using them: Intel, AMD, Nvidia, Apple...

If there is a natural disaster that would destroy TSMC factories at taiwan the worldwide impact would be huge

Nah, no it would not. That is what fear-mongers and ill fan nuts wants you to believe and/or spread around (I guess it worked, eh? :shadedshu: )

If TSMC falls for ANY reason, it's DELIBERATE to raise prices and for it to hold technology hostage/ransom at consumers.

TSMC has been aware and WARNED, for years, so, no excuse on TSMC end for IF a potential crisis lurks on them.
 

MxPhenom 216

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Nah, no it would not. That is what fear-mongers and ill fan nuts wants you to believe and/or spread around (I guess it worked, eh? :shadedshu: )

If TSMC falls for ANY reason, it's DELIBERATE to raise prices and for it to hold technology hostage/ransom at consumers.

TSMC has been aware and WARNED, for years, so, no excuse on TSMC end for IF a potential crisis lurks on them.
Okay chill out your conspiracy brain. Good lord!
 
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a lot of the world is connected this way, just look at the problems caused by Russia atm
I believe the current Russia crisis curbed CCP's plans to get Taiwan. For now.
The potential gains if they manage to somehow win Taiwan back will be nothing, compared to what CCP will lose. Even if someone there had some wet dreams about Taiwan raising the red banner one day, the Ukrainian war gave them a reality check.

Nah, no it would not. That is what fear-mongers and ill fan nuts wants you to believe and/or spread around (I guess it worked, eh? :shadedshu: )

If TSMC falls for ANY reason, it's DELIBERATE to raise prices and for it to hold technology hostage/ransom at consumers.

TSMC has been aware and WARNED, for years, so, no excuse on TSMC end for IF a potential crisis lurks on them.
If TSMC stop or pause production for whatever the reason, prices will surely skyrocket but it will hardly be the end of semiconductors.
 
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I believe the current Russia crisis curbed CCP's plans to get Taiwan. For now.
The potential gains if they manage to somehow win Taiwan back will be nothing, compared to what CCP will lose. Even if someone there had some wet dreams about Taiwan raising the red banner one day, the Ukrainian war gave them a reality check.


If TSMC stop or pause production for whatever the reason, prices will surely skyrocket but it will hardly be the end of semiconductors.

Exactly!
 
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Lisa Su, the new celebrity with paparazzi press following her every move!

Just kidding. No offense to @TheLostSwede intended.
 

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"Boss of hardware giant plans visit to manufacturing site of chips used in product."

See how boring it actually is? Move along, absolutely nothing to see here.
 
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Okay chill out your conspiracy brain. Good lord!
What? She's really going there to suck up and have a kegger with them! :toast:

"Boss of hardware giant plans visit to manufacturing site of chips used in product."

See how boring it actually is? Move along, absolutely nothing to see here.
Gimmeh back my pony!

If TSMC stop or pause production for whatever the reason, prices will surely skyrocket but it will hardly be the end of semiconductors.
I dont see any reason to do that unless your name has Nvidia in it. Prices could skyrocket on rumor alone.
 
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and she is Taiwanese, you forgot that small detail
Oh. I was not aware of that she is Taiwanese to begin with. I have not spent time on studying Lisa Su background.
 

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Several posts deleted.

I'll explain why. A businesswoman visiting a country which manufactures the silicon used in her companies products is NOT an invite to discuss global conflict and politics. Also, embarrassingly, "Hitler" made it into the bloody comments.

EDIT: 2 more deletions. Points for next OT post.
 
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I am jelly now, I missed all the fun of witnessing Godwins law so fast.

I don't really think that the visit can influence anything. I look at it just as a press scam... well... everyone has to some mouths to feed.

I also have manufacturer visits more than often... the actual cause are complaints. It could be actually not about seizing some now contracts, but complaining about the quality and errors on the existing contacts. Let's be real folks.
 
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I am jelly now, I missed all the fun of witnessing Godwins law so fast.

I don't really think that the visit can influence anything. I look at it just as a press scam... well... everyone has to some mouths to feed.

I also have manufacturer visits more than often... the actual cause are complaints. It could be actually not about seizing some now contracts, but complaining about the quality and errors on the existing contacts. Let's be real folks.

Yeah, pretty much just a photo-op and "I'm CEO" moment to take a paid holiday on AMD.

Nothing she's doing there *physically* that she couldn't do on Zoom, etc.
 

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You have no clue what one can do in person. Real business is always done in person!
This 100%. There is very different things conveyed and received when meeting in person than over the phone. Anyone who says differently is delusional and has no idea how business and management work.
 
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So does Lisa Su live in Taiwan or the USA or the PRC? Or maybe all of the above?
 
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So does Lisa Su live in Taiwan or the USA or the PRC? Or maybe all of the above?

She spends most of her time in California so undoubtedly that's her legal residence in the eyes of the Internal Revenue Service and Franchise Tax Board.

No one here knows if she has property elsewhere.
 
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