Lisa Su: Reshoring cannot eliminate global semiconductor supply chain reliance
Dr. Lisa Su · Winning the AI Race Part 3: Jensen Huang, Lisa Su, James Litinsky, Chase Lochmiller · Jul 23, 2025 · at 23:43
Dr. Lisa Su, CEO of AMD, responds to David Friedberg's question about reshoring critical chipmaking infrastructure such as lithography.
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“We have to accept the fact that it's a global supply chain. Like, even if you were to reshore, you know, X number of components, you would still have Y components that are across the world.”
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More from Dr. Lisa Su
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“Not, not 50% more. I mean, look, it, it's gonna be, you know, more than five percent, but, you know, let's call it less than 20%. So low, low, low double, let's say low double digits.”
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“Yeah, you have to look across the supply chain, but, you know, from a structure standpoint, we all want to keep reserves for, you know, those times but it's months, it's not years.”
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“We've been super impressed with the progress, and, you know, if we look at the main thing that we look at is, you know, yields and just how many chips do we get out on a given wafer, and I would say it's equivalent between what we get in Taiwan and what we get…”