AMD CEO Highlights AI Chip Demand and Cost Disparities in US vs. Taiwan Production

AMD anticipates initial deliveries of its advanced chips by year-end, with CEO Lisa Su noting a significant price disparity between units manufactured at TSMC's US facilities versus its Taiwan plants. Chips produced stateside carry a 5% to 20% premium—a cost factor that could Ripple through the AI hardware market.

The disclosure came during Washington's Hill and Valley Forum, where Su emphasized the insatiable demand for AI accelerators. Industry heavyweights like OpenAI's Sam Altman and xAI's Elon Musk are fueling this Gold rush, betting big on infrastructure to power next-generation models.

AMD's intensifying rivalry with Nvidia underscores the strategic value of these components. As the AI arms race accelerates, control over semiconductor supply chains emerges as a critical battleground for tech supremacy.