AMD CEO Lisa Su said at an investor conference hosted by Goldman Sachs this week that AMD will be the first customer when TSMC's Arizona plant goes into production in 2025.
The Arizona plant, also known as Fab 21, is TSMC's first chip factory in the United States. It is being built in Phoenix, Arizona, and is expected to have a capacity of up to 20,000 wafers per month.
Su said that AMD is committed to supporting TSMC's Arizona plant, even though it has been delayed due to equipment installation delays and labor-related issues.
"When you think about the geopolitical situation, it's important for us to be geographically dispersed," she said. "So the Arizona plant is very important to us. We will be one of the early adopters and in order to become an important customer of the Arizona plant, we will be delivering manufacturing soon. I think we'll continue to see geographic dispersion as an important component."
Su also mentioned that there are currently more customers consulting the company for AI chips than announced a month ago, and it is foreseeable that the demand for these chips for data centers will be very strong in the second half of the year.
The news that AMD will be the first customer of TSMC's Arizona plant is a vote of confidence in the plant and in TSMC's ability to deliver on its promise to build a world-class chip factory in the United States. It is also a sign that AMD is committed to decentralizing its supply chain and reducing its reliance on manufacturing in Asia.
The Arizona plant is a major investment by TSMC and the United States government. The US government has provided TSMC with $52 billion in subsidies to help build the plant. The plant is expected to create thousands of jobs in Arizona.
The start of production at TSMC's Arizona plant is a major milestone in the US government's efforts to build a more resilient semiconductor supply chain. It is also a sign that the global semiconductor industry is becoming more diversified, with production increasingly taking place outside of Asia.
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