智通财经APP获悉，AMD(AMD.US)首席执行官苏姿丰周二表示，该公司已准备好在台积电(TSM.US)位于亚利桑那州的工厂开始生产芯片。与此同时，美国总统特朗普上周日表示，他将于本周宣布进口半导体的关税税率，并补充称该行业的一些公司将具有灵活性。这一政策变动可能对全球半导体供应链产生重大影响。
据了解，AMD作为最大的个人电脑芯片供应商之一，其芯片生产主要依赖台积电。而台积电在美国的布局将有助于AMD满足美国市场的需求，并降低因关税政策带来的不确定性。
市场分析认为，特朗普政府的关税政策可能对半导体行业产生复杂影响。一方面，关税可能推高进口成本，影响芯片制造商的利润;另一方面，也可能促使更多芯片生产转移至美国，从而减少对进口的依赖。
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