Su Zifeng, CEO of AMD, attended the installation ceremony of TSMC's new factory in Phoenix, USA.

(Bloomberg)

[Financial Channel/Comprehensive Report] Lisa Su, CEO of chip developer Advanced Micro Devices (AMD), attended the installation ceremony of TSMC's new plant in Phoenix, USA. She said in an interview with Nikkei Asia News that strengthening the supply chain continuity is now one of the top priorities for companies like Advanced Micro Devices; and the entire semiconductor ecosystem is ready to strengthen cooperation.

Su pointed out that the semiconductor industry has experienced a lot in the past few years, and it is very important to have more geographically diversified production capacity, referring to the unprecedented shortage of wafers.

The job now is to ensure a resilient supply chain for the most important chips.

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The partnership between AMD and TSMC has been upgraded. Last year, it contributed 153.7 billion yuan to TSMC’s revenue, accounting for 10%. It is second only to Apple and is TSMC’s second largest customer.

Apple CEO Tim Cook (front row, 1st from right) shakes hands with TSMC founder Zhang Zhongmou.

(Bloomberg)

Apple Chief Executive Tim Cook has also embraced the idea of ​​shifting chip production to onshoring, and while Apple has relied on global suppliers for years to lower the cost of "designed in America" ​​products, the progress Apple has made in chips over the past few years equipment.

"Now, thanks to the hard work of so many people, these chips can be proudly labeled 'Made in America,'" Cook said. ".

Apple is TSMC's first customer to introduce the most advanced process technology, and it is also TSMC's largest customer for many years. It will contribute NT$405.4 billion in revenue to TSMC in 2021, accounting for 26%.

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