AMD Announces First Chip With TSMC’s 2nm Node

AMD on Monday announced the next generation of EPYC processors, claiming it to be the first HPC product in the industry built on TSMC’s 2-nanometer technology. Codenamed ‘Venice’, the processor is on track to be launched next year. 

Additionally, the company announced that it will manufacture its fifth-generation EPYC CPU products at TSMC’s new facility in Arizona. Based on the Zen 5 architecture, AMD’s fifth-generation EPYC CPUs were launched last month.  

“Being a lead HPC customer for TSMC’s N2 process and for TSMC Arizona Fab 21 are great examples of how we are working closely together to drive innovation and deliver the advanced technologies that will power the future of computing,” said Lisa Su, CEO of AMD. 

AMD’s announcement follows NVIDIA's news from Monday, in which the company revealed plans to produce its first-ever AI supercomputers domestically. This initiative is part of NVIDIA's commitment to manufacture $500 billion of AI infrastructure in the country over the next four years, in collaboration with TSMC, Foxconn, and Wistron, among others. 

Additionally, the TSMC plant in Arizona has already started to produce NVIDIA’s Blackwell chips. 

These announcements arrive as US President Donald Trump pushes to advance domestic chip manufacturing and reduce dependency on countries like Taiwan and China. 

Last month, TSMC also increased its investment in the US from $100 billion to $165 billion. This expansion will support the establishment of three new fabrication plants, two advanced packaging facilities, and a major R&D center in Arizona, which is the largest single foreign direct investment in the history of the country.

Besides AMD and NVIDIA, Apple is also a leading customer of TSMC in its Arizona facility. Earlier this year, reports indicated that Apple is in the final stages of verifying its first domestically manufactured chips at TSMC’s plant in Arizona.