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Tom’s Hardware
Tom’s Hardware
Technology
Dallin Grimm

AMD to reportedly become TSMC's next major customer in Arizona — HPC AI chips could start US production in 2025

TSMC building.

AMD is set to produce high-performance chips at TSMC’s new Arizona fab, making it the second high-profile client for the fab after Apple. Independent journalist Tim Culpan reports that sources close to the matter confirmed the agreement today, though TSMC declined to comment. 

TSMC Fab 21, located near Phoenix, Arizona, has begun trial production on its 5nm node, a process node family that includes the N4/N4P/N4X and N5/N5P/N5X processes. While its phase 1 production has not fully commenced, the Apple A16 Bionic chip is currently in production at Fab 21 using the N4P process. The A16 Bionic has been around since mid-2022 and is an excellent manufacturing test for the young fab, which reports "small, but significant" numbers of the chips currently being produced for various Apple products. Fab 21's current yields were described as similar to TSMC's Taiwan fabs by Bloomberg last month. 

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