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Upon a visit to Tokyo, Su said AMD (AMD) is "considering other manufacturing capabilities" aside from Taiwan Semiconductor (TSM) as the company, in a heated battle with Nvidia (NVDA) and others, looks to make sure it has " the most resilient supply chain,"
53-year-old Su added that AMD (AMD) does not have "anything [planned] currently" for advanced chip development and that replacing Taiwan Semiconductor (TSM), the world's largest foundry, will be difficult.
She also said that she would consider using Taiwan Semiconductor (TSM) plants around the world outside of Taiwan, adding the fact that foundries being built in the U.S. and Japan is a "good thing."
"We would like to use manufacturing [sites] across different geographies to give us some flexibility," she added.
Earlier this week, Su visited Taiwan to meet with suppliers, including Taiwan Semiconductor.
Ridiculous title. Since AMD is using chiplets straddling foundries is less of an issue. Packaging however will keep AMD at TSMC for a very long time, absolutely.
I don't know who they would even be considering? Intel feels like a nonstarter no matter the firewalls put in place. It just doesn't seem like they would want to improve their main competitor's financials. I would also assume there is some pride aspect that AMD would never want to use intel process technology. Samsung also feels unlikely given Lisa's recent comment about them. Considering even their IO dies use N7 family, it's not like they can move to other fabs besides the big three. Maybe this is in reference to Xilinx products, in which case yeah basically anyone besides intel seems like someone AMD would be willing to work with.
I don't know who they would even be considering? Intel feels like a nonstarter no matter the firewalls put in place. It just doesn't seem like they would want to improve their main competitor's financials. I would also assume there is some pride aspect that AMD would never want to use intel process technology. Samsung also feels unlikely given Lisa's recent comment about them. Considering even their IO dies use N7 family, it's not like they can move to other fabs besides the big three. Maybe this is in reference to Xilinx products, in which case yeah basically anyone besides intel seems like someone AMD would be willing to work with.
asia.nikkei.com
