AMD on Monday introduced the following era of EPYC processors, claiming it to be the primary HPC product within the trade constructed on TSMC’s 2-nanometer expertise. Codenamed ‘Venice’, the processor is on observe to be launched subsequent 12 months.
Moreover, the corporate introduced that it’s going to manufacture its fifth-generation EPYC CPU merchandise at TSMC’s new facility in Arizona. Based mostly on the Zen 5 structure, AMD’s fifth-generation EPYC CPUs had been launched final month.
“Being a lead HPC buyer for TSMC’s N2 course of and for TSMC Arizona Fab 21 are nice examples of how we’re working carefully collectively to drive innovation and ship the superior applied sciences that may energy the way forward for computing,” mentioned Lisa Su, CEO of AMD.
AMD’s announcement follows NVIDIA’s information from Monday, during which the corporate revealed plans to provide its first-ever AI supercomputers domestically. This initiative is a part of NVIDIA’s dedication to fabricate $500 billion of AI infrastructure within the nation over the following 4 years, in collaboration with TSMC, Foxconn, and Wistron, amongst others.
Moreover, the TSMC plant in Arizona has already began to provide NVIDIA’s Blackwell chips.
These bulletins arrive as US President Donald Trump pushes to advance home chip manufacturing and scale back dependency on nations like Taiwan and China.
Final month, TSMC additionally elevated its funding within the US from $100 billion to $165 billion. This enlargement will assist the institution of three new fabrication crops, two superior packaging amenities, and a serious R&D heart in Arizona, which is the most important single international direct funding within the historical past of the nation.
In addition to AMD and NVIDIA, Apple can be a number one buyer of TSMC in its Arizona facility. Earlier this 12 months, studies indicated that Apple is within the last levels of verifying its first domestically manufactured chips at TSMC’s plant in Arizona.
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