AMD CEO Lisa Su has confirmed that production at TSMC's Arizona fabrication facility is proceeding smoothly, marking a significant milestone for the semiconductor industry in the United States. TSMC's Arizona site, which began high-volume production on its N4 process technology in late 2024, is the most advanced chip fabrication facility in the U.S. AMD's fifth-generation EPYC server CPUs are now being produced at this facility, underscoring the strategic importance of reshoring chip manufacturing. TSMC's investment in Arizona has expanded from an initial $12 billion to $165 billion, funding six wafer fabs and two advanced packaging facilities. Despite a 5-20% price premium for chips produced in Arizona compared to those from Taiwan, AMD views this as a worthwhile investment for supply chain resilience. The Arizona facility's success is crucial for AMD and TSMC, as it reduces reliance on Taiwanese manufacturing and offers a domestic production option for major clients like Apple and Nvidia.