AMD chief Lisa Su endorses TSMC despite Arizona woes

AMD chief Lisa Su endorses TSMC despite Arizona woes

2023-09-07

TSMC is struggling in Arizona, with installation delays and other issues delaying its production target by one year. But these setbacks aren’t enough to put off loyal customers. The CEO of AMD, Lisa Su, says her company will be one of the facility’s very first users, once it launches in 2025.

Construction machines run outside the factory, while EUV systems are installed inside. Citing a labor shortage, TSMC has delayed its production target by one year. Even so, it still has the support of major client AMD.

Voice of Lisa Su
Advanced Micro Devices CEO
The Arizona factory is very important to us. We’re going to be one of the early users. We’re putting our tape outs in shortly with the idea of being a significant user of Arizona.

Speaking at this year’s Goldman Sachs Communacopia and Technology Conference, AMD CEO Lisa Su reiterated her trust in TSMC. She said that once the Arizona plant starts mass production in 2025, AMD will be one of the first to use it.

Voice of Lisa Su
Advanced Micro Devices CEO
TSMC has been a phenomenal partner for us in terms of advanced technology, both on the silicon side as well as the packaging side, and we very much value that relationship. When you when you think about the geopolitical situation, geographic diversity is important to us

Su stressed that amid geopolitical risks, companies were diversifying their supply chains. She said that TSMC, with its advanced processes and global leadership, was an important partner for AMD. Amid rising demand for AI servers, many AMD products are dependent on TSMC chips.

Voice of Lisa Su
Advanced Micro Devices CEO
I think we’ve been in this space for the last five years, and I think we have the confluence of events now where you have a market that is skyrocketing.

Amid the AI boom, AMD has seen customer inquiries convert to actual orders. Market growth seems to have no end in sight, putting TSMC in a strategic position to benefit.

台積電美國廠進度延宕蘇姿丰力挺:是傑出合作夥伴

2023-09-07

台積電赴美設廠，正面臨成本增加和勞工問題，投產時程預計延後一年到2025，引發業界關注，但昨天在舊金山的科技大會，超微執行長蘇姿丰肯定台積電是傑出的夥伴，非常重視這段合作關係。她更強調，亞利桑那州廠對超微來說很重要，公司將成為早期且重要的使用者。

廠房外大型機具高掛，內部則是在裝EUV機台，台積電美國廠面臨勞工，以及建廠進度延後一年挑戰。不過，超微身為忠實客戶，還是支持台積電。

[[聲源:超微執行長蘇姿丰]]
“亞利桑那州廠，對我們來說非常重要，我們將成為早期用戶之一，我們很快就會交付製造，成為亞利桑那州廠的重要用戶”

超微執行長蘇姿丰參加高盛線上會議，再度給了台積電信任票，強調當亞利桑那州廠在2025年開始投產，會率先成為他們的用戶之一。

[[聲源:超微執行長蘇姿丰]]
“從先進技術方面來看，不管是矽晶圓或封裝，台積電一直是我們的傑出合作夥伴，我們很重視這個關係，當你考量地緣政治情勢時，地理位置上的分散，對我們來說是重要的”

蘇姿丰強調，考量地緣政治風險，供應鏈要多元化之外，護國神山先進製程，獨步全球，是重要夥伴。尤其AI伺服器需求續增，超微多項產品，都要靠台積電的晶片。

[[聲源:超微執行長蘇姿丰]]
“過去5年，我們一直在累積，我認為我們正位在一個匯流點，這塊市場正在一飛沖天”

AI正處於一飛沖天的階段，超微相關客戶從關切詢問，轉為確實下單，可見AI市場需求還在增加，台積電也有望因此受惠。

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