Advanced Micro Devices (AMD) announced on Tuesday that its main processors would soon be manufactured at TSMC's new production site in Arizona, marking the first time its products will be manufactured on US soil.

Although this project was launched before Donald Trump's return to the presidency, the efforts of technology companies to diversify their supply chains are now taking on a greater strategic dimension, in a context of growing trade tensions. The Trump administration is currently conducting an investigation to determine whether semiconductor imports constitute a threat to national security, which could pave the way for new tariffs on these products.

"Major outsourcing customers such as AMD may not have any tariff issues and are likely to gain more market share given the current tariff situation, as AMD outsources 100% of its chip production to TSMC," says William Beavington, industry analyst at Jefferies. AMD is now also securing production in the United States, which should win it the Republican's favor.

"Our new fifth-generation EPYC processor is selling very well, so we are ready to start production," said AMD CEO Lisa Su at a press event in Taipei. This chip, designed for data centers, is at the heart of the group's new industrial strategy.

Until now, AMD had exclusively outsourced the manufacture of its chips to TSMC in Taiwan. Now, the American firm joins Apple and Nvidia, which have already launched production of some of their components in the Taiwanese foundry's Arizona factory.

Lisa Su also confirmed the completion of the acquisition of ZT Systems, an American supplier of artificial intelligence servers, thus strengthening AMD's presence in the United States.

"We want a highly resilient supply chain. Taiwan remains an essential component, but the United States will also play a growing role. We are expanding our collaboration with TSMC and other strategic partners," she said.