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AMD CEO Says U.S.-Made TSMC Chips Are More Expensive, But Worth It

posted by mrpg on Monday July 28 2025, @05:11PM   Printer-friendly
Business

Arthur T Knackerbracket has processed the following story:

AMD CEO Lia Su said that chips made in TSMC’s Arizona facility are more expensive than those made in a comparable facility in Taiwan. Dr. Su said that U.S.-made chips cost ‘more than 5% but less than 20%’ higher, and she added during an interview with Bloomberg that these are costs that the company must shoulder to have a more resilient supply chain.

“I think the economics of it are we have to consider the resiliency of the supply chain, I think we learned that during the pandemic — the idea that you think about your supply chains not just by the lowest cost, but also about reliability, about resiliency, and all those things. I think that’s how we’re thinking about U.S. manufacturing,” the CEO said to Bloomberg’s Ed Ludlow. “And yes, it will be a little bit more expensive — frankly, some of the work that has been done to encourage semiconductor investment has been helpful. But when you really average it across everything else that you need to build this computing infrastructure, I think it’s a very good investment for us to make to assure that we have American manufacturing and resiliency.”

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  • (Score: 2, Troll) by Rosco P. Coltrane on Monday July 28 2025, @05:20PM (2 children)

    by Rosco P. Coltrane (4757) on Monday July 28 2025, @05:20PM (#1411832)

    is jack up tariffs on Taiwanese imports until the prices match.

    • (Score: 3, Informative) by RamiK on Monday July 28 2025, @07:59PM (1 child)

      by RamiK (1813) on Monday July 28 2025, @07:59PM (#1411847)

      It's Herr Drumpf. As in, Hr. Drumpf = Mr. Trump.

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      compiling...

      • (Score: 0) by Anonymous Coward on Monday July 28 2025, @09:49PM

        by Anonymous Coward on Monday July 28 2025, @09:49PM (#1411856)

        It's Fake President Pull-My-Finger of the People's Democratic Republic of America, God bless Her and all who sail in Her.

  • (Score: 2) by VLM on Monday July 28 2025, @05:20PM (1 child)

    by VLM (445) on Monday July 28 2025, @05:20PM (#1411833)

    a comparable facility

    fabs are not commoditized enough, the numbers are too small, so "comparable" might be stretching it.

    Surprising how little difference there is in the costs such that Hollywood Accounting will be able to make it expensive or cheap depending on who's paying the accountants, LOL.

    • (Score: 1, Touché) by Anonymous Coward on Tuesday July 29 2025, @04:00PM

      by Anonymous Coward on Tuesday July 29 2025, @04:00PM (#1411908)

      Hollywood Accounting

      Hmm. At least they aren't 4 trillion in debt.

  • (Score: 2) by Username on Tuesday July 29 2025, @10:19AM (1 child)

    by Username (4557) on Tuesday July 29 2025, @10:19AM (#1411882)

    Lisa, not Lia. Is this "proof" of the article not being AI? Just toss some spelling mistakes in there, it's no longer AI. Either way, a Chinese (the good capitalist ones, not the commie ones) citizen is telling me they're very happy TSMC's American chips are more expensive. Do they just want my country to not be competitive? It's like a Canadian citizen (Ted Cruz) telling me it's unamerican to not be israel first.

    • (Score: 3, Interesting) by Undefined on Tuesday July 29 2025, @02:27PM

      by Undefined (50365) on Tuesday July 29 2025, @02:27PM (#1411897)

      a Chinese [...] citizen is telling me they're very happy TSMC's American chips are more expensive

      I think the important part of what we're being told is:

      I think the economics of it are we have to consider the resiliency of the supply chain, I think we learned that during the pandemic

      ...which is to say, the next time the US utterly fouls up our response to a pandemic with anti-masking, insufficient social distancing, and vaccine denial, with the consequent broad attrition of functional workers and transport infrastructure... they'll still have the Chinese fab(s.)

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