TAIPEI (Taiwan News) — AMD CEO and Chair Lisa Su (蘇姿丰) followed up an afternoon talk at National Taiwan University by hosting an evening banquet at Taipei’s Mandarin Oriental on Tuesday.
The event was intended for supply chain partners and customers, including senior management from Compal, Delta Electronics, Inventec, and Wistron. Su said the semiconductor supply chain is complex, and discussions have been ongoing with the US government since the announcement of Trump’s tariffs, per PTS.
"We have been actively discussing this matter with the US government and our customers and partners. I think this is important because semiconductors have a very complex supply chain with many different components," said Su.
Su said that AMD is an American company, and naturally, US manufacturing is a key priority. She said the company would become TSMC's first 2nm process customer in the US.
Su’s presence in Taiwan has been interpreted by some as an effort to consolidate support. A day earlier, Nvidia announced it would form an "AI American Manufacturing Alliance" with Taiwan.
Nvidia announced that it would cooperate with several Taiwanese manufacturers, including TSMC, Siliconware Precision Industries, Foxconn, and Pegatron. The company plans to build AI infrastructure worth US$500 billion (NT$16.2 trillion) in the US over the next four years. From chip manufacturing to packaging and testing, a one-stop “Made in the USA” service will be available, it said.
According to Liu Pei-chen (劉佩真) of the Taiwan Institute of Economic Research, “In the future, chips and series of solutions needed for AI will likely be produced in the US. Now the goal is maintaining independent control of production in the US.”
When asked to comment on overseas production, Economics Minister Kuo Jyh-huei (郭智輝) said, "We will actively discuss this with the US. Based on the interests of both Taiwan and the US, we will allow Taiwan's industry to achieve fair competition in terms of tariffs."
