
AMD Chairman and CEO Su Zifeng made a whirlwind visit to Taiwan, emphasizing the importance of Taiwan’s supply chain to the global semiconductor industry and encouraging partners to establish geographical diversification.
AI-generated summary
Super Micro CEO Lisa Su visited Taiwan to express her views on supply chain resilience and cooperation with TSMC's advanced processes.
AMD Su Zifeng. (Photo by reporter Zhang Jiaming)
Advanced Micro Devices (AMD) Chairman and CEO Su Zifeng came to Taiwan to "fix the stakes" in a whirlwind. In response to external concerns about the impact of geopolitical conflicts in the Taiwan Strait on the supply chain, AMD will formulate a supply chain backup plan. In this regard, Su Zifeng emphasized that Taiwan's supply chain is very, very important to the global semiconductor industry, and AMD maintains very close cooperation with all Taiwanese partners. Overall, having a certain degree of "geographical diversification" is a good thing for all companies, so AMD also encourages all partners to establish a geographically diversified layout, but there is no doubt that Taiwan is absolutely critical to the global semiconductor supply chain, and it is also very, very important to AMD.
AMD’s latest codename “Venice” AMD The EPYC processor has entered mass production using TSMC's advanced 2nm process technology. However, TSMC and related supply chain production capacity is tight. Su Zifeng pointed out that she is very excited about the launch of Venice. This is AMD's latest generation CPU product and is currently used by the world's largest ultra-large-scale cloud service provider and cloud service provider. , enterprise customers have achieved high adoption. AMD and TSMC have a very close cooperative relationship. AMD has been observing packaging innovation in the entire supply chain and how to add more production capacity. TSMC has always been a very important partner of AMD in the field of advanced packaging and will continue to expand cooperation between the two parties in the future.
AI outlook — possibilities, not facts
AMD and TSMC will continue to expand cooperation in advanced packaging
Very likely · Within months

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