Some of the main chipmakers in the world, including AMD and NVIDIA, continue to rely on manufacturing abroad thanks to longtime partnerships with Taiwan Semiconductor Manufacturing Company (TSMC), even with imminent potential prices. However, some of these companies adopt the manufacture of fleas in the United States; For example, AMD and NVIDIA work with the American imprint in TSMC, but using the prowess of TSMC in different ways.
EPYC processor of AMD
Originally based in Taiwan, TSMC has extended its operations With a new installation of semiconductors in Phoenix, Arizona; This is where TSMC and AMD validated the silicon of their Fifth generation Epyc processorFinally pave the way for the production of EPYC processor based in the United States.
More recently, AMD obtained its first batch of class 2 NM silicon – a crucial component of the next EPYC processor of the sixth generation of the company. Coded “Venice”, the processor should be the first HPC CPU CPU in industry built using advanced TSMC advanced N2 technology.
“TSMC has been a key partner for many years, and our in -depth collaboration with its R&D and manufacturing teams has enabled AMD to constantly provide leadership products that push the limits of high performance IT,” said DRE Lisa SU, CEO and president of AMD.
NVIDIA AI Supercalculators
The Nvidia team also works with the TSMC factory in Phoenix. Not only Nvidia uses the installation to build and test its last Blackwell chipsBut the company also announced its intention to develop in Texas.
More specifically, Nvidia should build new facilities in Houston and Dallas in the next 12 to 15 months. Once finished, these assembly sites – built in collaboration with Foxconn and Wistron – will support Nvidia’s efforts to make and deploy 100% of its IA supercomputers at the national level.
A recent NVIDIA team’s blog article is partly read: “Over the next four years, NVIDIA plans to produce up to half a binding of Dollars in IA infrastructure in the United States thanks to partnerships with TSMC, Foxconn, Wistron, Amkor and Spil.”
How long will production for AMD and Nvidia stay in the United States?
The reciprocal prices introduced by the Trump administration seem to evolve daily. The question of whether Amd and Nvidia will resume manufacturing abroad at the next presidential administration is uncertain, but, taking into account the investments of the two companies in the United States, the transition to domestic production seems to be more than a simple short-term game.