AMD is preparing to start series production of its advanced processor chips at TSMC's Arizona factory, marking a significant step towards domestic chip manufacturing. This move aligns with the 'America First' agenda and aims to reinforce U.S. critical supply chains, particularly in the face of geopolitical risks. AMD's CEO confirmed the readiness of their fifth-generation EPYC server-grade processors for production. This marks the first time AMD will produce these chips domestically, reducing supply chain reliance on Taiwan. The company aims for a resilient supply chain, incorporating both Taiwan and the U.S. for production. Nvidia also announced initiatives to strengthen U.S. chip manufacturing, localizing AI chip and supercomputer production. Nvidia's plans involve partnerships and significant investment in manufacturing space in Arizona and Texas. Mass production of Nvidia's chips is anticipated within a year to fifteen months, potentially totaling a $500 billion investment. Revitalizing U.S. chipmaking is crucial for national security, especially given potential supply chain disruptions from China. The expansion of domestic chip manufacturing is considered essential for U.S. competitiveness and survival.
zerohedge.com
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