Overview

• AMD pays a 5–20% premium for 4 nm chips from TSMC’s Arizona plant compared with Taiwan-made equivalents.
• Yield rates at the Arizona facility have reached parity with TSMC’s Taiwan fabs, indicating maturation of U.S. production.
• The first customer-shippable 4 nm chip lots are expected by the end of 2025, marking a milestone in domestic semiconductor output.
• AMD views the higher expense as a necessary trade-off to diversify its supply chain and guard against future disruptions.
• Plans are already underway to scale advanced node production to 2 nm at the Arizona site for future EPYC Venice data center CPUs.