Lisa Su: AMD produced its first 4nm chips at TSMC Arizona
Dr. Lisa Su · Winning the AI Race Part 3: Jensen Huang, Lisa Su, James Litinsky, Chase Lochmiller · Jul 23, 2025 · at 14:59
Dr. Lisa Su, Chair and CEO of AMD, responds to questions about onshoring semiconductor manufacturing and AMD's partnership with TSMC in Arizona.
0:00 / 0:07exact quote · 7.2s
▶ Watch the full episode on YouTube → 720p mp4 · rendered on demand · StarZero watermark
“We've been very early in Arizona with TSMC, and we did get our first chips out they're actually four nanometer”
quote is from the automated transcript, cleaned for reading: filler sounds and stutters are removed, nothing is rephrased. names can be misheard (the analysis reads context, assessments check outside sources). how →
More from Dr. Lisa Su
Su: US-fabricated chips will carry a low double-digit cost premium
“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.”
Su: Semiconductor reserves in a Taiwan disruption would last months, not years
“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.”
Lisa Su: AI will assist GPU design rather than fully automate it
“I don't necessarily see the AI, you know, designing our next generation GPU. But I do see it helping us design the next generation GPU much faster and more reliably, so.”
Lisa Su: Reshoring cannot eliminate global semiconductor supply chain reliance
“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.”
Su: AMD's Arizona fab chip yields match its Taiwan yields
“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…”