Advanced Micro Devices Inc (NASDAQ:AMD, ETR:AMD) will soon begin manufacturing its key processor chips in the United States for the first time, using Taiwan Semiconductor Manufacturing Company’s (TSMC) new Arizona facility.
The shift marks a notable expansion of AMD’s supply chain beyond Asia, amid growing geopolitical tension and trade uncertainty.
Until now, AMD’s chips, including its EPYC line used in data centres, have been produced exclusively at TSMC’s plants in Taiwan.
The move to the US comes as the tech sector faces fresh scrutiny from the Trump administration, which is investigating whether semiconductor imports pose a national security threat - a step that could lead to new tariffs.
AMD joins Apple and Nvidia in tapping TSMC’s Arizona plant, as companies look to diversify production. The firm has also completed its acquisition of US-based ZT Systems, strengthening its position in the AI server market and expanding its domestic footprint.