AMD CEO Lisa Su says production at TSMC’s Arizona fabrication facility is ongoing and running smoothly. It’s a vote of confidence for what has become one of the most watched semiconductor projects on American soil.
The statement matters because TSMC’s Arizona expansion represents a massive bet on reshoring advanced chip manufacturing to the US. And AMD, as one of the world’s largest fabless chipmakers, is among the first major customers putting that bet to the test with real silicon.
What’s actually happening in Arizona
TSMC’s Fab 21 Phase 1 in Arizona hit high-volume production on its N4 process technology back in Q4 2024. That milestone made it the most advanced chip fabrication facility operating on US soil, a distinction that carries both strategic and political weight.
AMD’s fifth-generation EPYC server CPU was confirmed as production-ready at the Arizona site as of April 2025, when Su first flagged the chip’s readiness during public remarks. The EPYC line is AMD’s bread-and-butter data center processor, meaning this isn’t some token gesture. It’s a flagship product rolling off American production lines.
