AMD CEO Lisa Su: Taiwan Semiconductor's Arizona plant is about to start production
AMD CEO Lisa Su stated on Tuesday that the company is ready to begin chip production at Taiwan Semiconductor's factory in Arizona. Meanwhile, U.S. President Trump announced last Sunday that he would reveal the tariff rates on semiconductor imports this week, adding that some companies in the industry would have flexibility. This policy shift could have significant implications for the global semiconductor supply chain. It is understood that AMD, as one of the largest personal computer chip suppliers, primarily relies on Taiwan Semiconductor for its chip production. The establishment of Taiwan Semiconductor in the U.S. will help AMD meet the demand in the American market and reduce uncertainty caused by tariff policies. Market analysis suggests that the Trump administration's tariff policy could have complex effects on the semiconductor industry. On one hand, tariffs may increase import costs, affecting the profits of chip manufacturers; on the other hand, it may also encourage more chip production to shift to the U.S., thereby reducing dependence on imports
According to the Zhitong Finance APP, AMD (AMD.US) CEO Lisa Su stated on Tuesday that the company is ready to begin chip production at Taiwan Semiconductor (TSM.US) facilities in Arizona. Meanwhile, U.S. President Trump announced last Sunday that he would reveal the tariff rates on semiconductor imports this week, adding that some companies in the industry would have flexibility. This policy change could have significant implications for the global semiconductor supply chain.
It is understood that AMD, as one of the largest personal computer chip suppliers, primarily relies on Taiwan Semiconductor for its chip production. The presence of Taiwan Semiconductor in the U.S. will help AMD meet the demands of the U.S. market and reduce uncertainties arising from tariff policies.
Market analysis suggests that the Trump administration's tariff policy could have complex effects on the semiconductor industry. On one hand, tariffs may increase import costs, affecting the profits of chip manufacturers; on the other hand, it may also encourage more chip production to shift to the U.S., thereby reducing reliance on imports
