Saturday, September 24th 2022
AMD's CEO Lisa Su Planning Trip to Taiwan, Said to be Visiting TSMC to Secure Future Wafer Allocation
Based on a report by Tom's Hardware, AMD's CEO Lisa Su is planning a trip to Taiwan in the next couple of months. It is said that she is planning to meet with multiple partners in Taiwan, such as ASUS, Acer and maybe more importantly, ASMedia, which will be the sole maker of chipsets for AMD, once the X570 chipset is discontinued. AMD is apparently also seeing various less well known partners that deliver parts for its CPUs, such as Nan Ya PCB, Unimicron Technologies and Kinsus Interconnects.
However, it appears that the main reason for Lisa Su herself to visit Taiwan will be to meet with TSMC, to discuss future collaboration with CC Wei, TSMC's chief executive. This is so AMD can secure enough wafer allocation on future nodes, such as its 3 nm and 2 nm class nodes. The move to these nodes is obviously not happening in the near future for AMD, but considering that TSMC is currently the leading foundry and is operating at capacity, it makes sense to get in early, as the competition is stiff when it comes to getting wafer allocation on cutting edge nodes. It's unclear which exact 3 nm class node AMD will be aiming for, but it might be the N3P node, which is said to kick off production sometime next year. Lisa Su is also said to have meetings with TSMC, SPIL and Ase Technology when it comes to advanced packaging for AMD's products. This includes technologies such as chip-on-wafer-on-substrate (CoWoS) and fan-out embedded bridge (FO-EB), with AMD already being expected to use some of these technologies in its upcoming Navi 3x GPUs.
Source:
Tom's Hardware
However, it appears that the main reason for Lisa Su herself to visit Taiwan will be to meet with TSMC, to discuss future collaboration with CC Wei, TSMC's chief executive. This is so AMD can secure enough wafer allocation on future nodes, such as its 3 nm and 2 nm class nodes. The move to these nodes is obviously not happening in the near future for AMD, but considering that TSMC is currently the leading foundry and is operating at capacity, it makes sense to get in early, as the competition is stiff when it comes to getting wafer allocation on cutting edge nodes. It's unclear which exact 3 nm class node AMD will be aiming for, but it might be the N3P node, which is said to kick off production sometime next year. Lisa Su is also said to have meetings with TSMC, SPIL and Ase Technology when it comes to advanced packaging for AMD's products. This includes technologies such as chip-on-wafer-on-substrate (CoWoS) and fan-out embedded bridge (FO-EB), with AMD already being expected to use some of these technologies in its upcoming Navi 3x GPUs.
22 Comments on AMD's CEO Lisa Su Planning Trip to Taiwan, Said to be Visiting TSMC to Secure Future Wafer Allocation
If there is a natural disaster that would destroy TSMC factories at taiwan the worldwide impact would be huge
If TSMC falls for ANY reason, it's DELIBERATE to raise prices and for it to hold technology hostage/ransom at consumers.
TSMC has been aware and WARNED, for years, so, no excuse on TSMC end for IF a potential crisis lurks on them.
The potential gains if they manage to somehow win Taiwan back will be nothing, compared to what CCP will lose. Even if someone there had some wet dreams about Taiwan raising the red banner one day, the Ukrainian war gave them a reality check.If TSMC stop or pause production for whatever the reason, prices will surely skyrocket but it will hardly be the end of semiconductors.
paparazzipress following her every move!Just kidding. No offense to @TheLostSwede intended.
See how boring it actually is? Move along, absolutely nothing to see here.
I'll explain why. A businesswoman visiting a country which manufactures the silicon used in her companies products is NOT an invite to discuss global conflict and politics. Also, embarrassingly, "Hitler" made it into the bloody comments.
EDIT: 2 more deletions. Points for next OT post.
I don't really think that the visit can influence anything. I look at it just as a press scam... well... everyone has to some mouths to feed.
I also have manufacturer visits more than often... the actual cause are complaints. It could be actually not about seizing some now contracts, but complaining about the quality and errors on the existing contacts. Let's be real folks.
Nothing she's doing there *physically* that she couldn't do on Zoom, etc.
No one here knows if she has property elsewhere.