AMD Grabs Spotlight Ahead of Computex
What Does AMD's Successful Tape-Out with TSMC N2 Process Mean to Intel and Nvidia?
In a surprise announcement ahead of Computex, AMD Chair and CEO Lisa Su revealed that the company’s next-generation chip, codenamed “Venice,” will be the first high-performance processor to use TSMC’s ultra-advanced 2-nanometer technology, and, for the first time, it will also be manufactured in the United States.
Why the early reveal? In today’s fiercely competitive chip industry, speed is just as critical as innovation. AMD’s decision to announce its 2nm milestone ahead of Computex underscores the importance of time to market. While Intel plans to begin volume production of its 18A process in the second half of 2025 or 2026, industry analysts remain cautious. Concerns over yield challenges persist, and many expect potential delays or revisions to Intel’s roadmap.
In contrast, AMD’s early progress on 2nm—paired with manufacturing in both Taiwan and the U.S.—positions it as the more agile player in the race to lead the next generation of high-performance computing.
AMD's datacenter segment out-sold Intel’s datacenter and AI Group for the first time in Q4 2024, as AMD posted $3.9 billion in revenues for the datacenter segment, up 69% YoY, while Intel’s declined by 3% to $3.4 billion.
In this article, we analyze why it means so much for AMD to get ahead in time-to-market, the significance of being first to have its 2nm chips made in America, and the bigger picture.