In a conversation with Bloomberg, Dr. Lisa Su, the CEO of AMD, disclosed that the company's chips produced at TSMC's U.S.-based fab will be priced between 5% to 20% higher than those manufactured in Taiwan. However, she emphasized that the increased cost and enhanced supply-chain resilience would justify the price increase. Su pointed out the significant impact felt by the tech industry due to the lack of supply-chain resilience during the COVID-19 pandemic, causing ripple effects throughout the global economy.
TSMC operates a manufacturing plant in Arizona, with its most advanced node being the 4 nm EUV, known internally as the N4 family of foundry nodes. AMD currently produces various CPUs, GPUs, FPGAs, and other devices on the TSMC N4P node but is transitioning to the new TSMC N2 (2 nm Nanosheet) node for its upcoming "Zen 6" CPU family. It is anticipated that the CCDs of the "Zen 6" based Ryzen desktop and EPYC server processors will be based on N2, while the company will introduce new-generation I/O dies for both client and server processors built on TSMC N4P, moving up from the current TSMC N6.
