AMD's U.S.-Made Chips Will Cost More -- and Lisa Su Says That's Fine
The AMD (AMD, Financials) chief says her companys first chips coming out of TSMCs new Arizona plant will cost more than those made in Taiwananywhere from 5% to 20% higher, to be exact. But in her view, thats a price worth paying.
Warning! GuruFocus has detected 5 Warning Signs with AMD.
We have to consider resiliency, Su said during a Bloomberg interview after an AI forum in Washington. We learned that in the pandemic.
AMD expects the first U.S.-produced chips by the end of the year, marking a significant milestone in the companys effort to diversify its manufacturing footprint. And Su emphasized that quality wont be sacrificedchip yields at the Arizona site are already on par with Taiwan.
Higher labor and construction costs in the U.S. have long been a sticking point for chipmakers, but the industry is starting to see the value in building closer to homeespecially with global tensions and supply chain fragility still fresh memories.
For Su, its a strategic move. AMD wont stop working with TSMCs factories in Asia, but having a Plan B in the U.S. helps buffer against disruption. Its not about chasing the lowest price anymoreits about keeping the lights on.
And for investors, thats a trade-off many are happy to live with.
This article first appeared on GuruFocus.
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A tested roadmap for households who understand that resilience isn't just physical — it's mental, emotional, and moral. Learn more at the official Dark Reset: Survival Before the Silence resource page. Contact Product: Dark Reset Email: support@ Website: Final Disclaimer This press release is for informational purposes only. The content herein does not constitute financial, legal, or medical advice. Dark Reset is not intended to diagnose, treat, predict, or guarantee any result or outcome. Individual experiences may vary, and outcomes are not assured. Some links in this release may be promotional in nature and may lead to third-party websites. The publisher or author may receive compensation through affiliate commissions if a purchase is made through these links. This compensation does not affect the price you pay and helps support continued research and content publication. All statements made about product features, platform strategies, or training content reflect publicly available information, user discussions, or historical trends, and are not endorsed or validated by regulatory bodies. Please perform your own research before making financial, technological, or purchasing decisions. CONTACT: Email: support@ al recuperar los datos Inicia sesión para acceder a tu cartera de valores Error al recuperar los datos Error al recuperar los datos Error al recuperar los datos Error al recuperar los datos
