April 15 - Advanced Micro Devices (NASDAQ:AMD) is planning to begin manufacturing its next-generation EPYC processors in the U.S. for the first time, using Taiwan Semiconductor Manufacturing Co.'s (NYSE:TSM) newly built facility in Arizona.
The chip, codenamed Venice, will be the first AMD high-performance computing product developed on TSMC's advanced 2-nanometer process. The company said the chip is scheduled to roll out in 2026.
AMD Chair and CEO Lisa Su called the collaboration a milestone for both companies, noting the long-standing relationship with TSMC has enabled AMD to deliver cutting-edge products. Su also said that AMD is the lead high-performance customer for both the new Arizona Fab 21 and the 2nm process.
Until now, AMD processors have been produced exclusively at TSMC's facilities in Taiwan.
The decision to shift part of the production to the U.S. aligns with broader moves across the tech industry to localize manufacturing amid global supply chain concerns and growing geopolitical uncertainty.
Shares of AMD were up about 1% in early Tuesday trading. TSMC stock edged higher as well. Neither company disclosed financial terms related to the Arizona project.
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