AMD CEO Lisa Su: Taiwan Semiconductor Manufacturing Co., Ltd. (TSM) Arizona factory is about to start production.

AMD CEO Lisa Su said on Tuesday that the company is ready to start producing chips at Taiwan Semiconductor Manufacturing Co., Ltd.'s factory in Arizona. Meanwhile, US President Trump said last Sunday that he will announce the tariff rates on imported semiconductors this week and added that some companies in the industry will have flexibility. This policy change may have a significant impact on the global semiconductor supply chain. As one of the largest personal computer chip suppliers, AMD's chip production relies heavily on Taiwan Semiconductor Manufacturing Co., Ltd. This investment in the US by Taiwan Semiconductor Manufacturing Co., Ltd. will help AMD meet the demands of the US market and reduce uncertainty caused by tariff policies. Market analysis believes that Trump's tariffs may have complex effects on the semiconductor industry. On one hand, tariffs may raise import costs, affecting chip manufacturers' profits; on the other hand, it may encourage more chip production to move to the US, reducing dependence on imports.