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Advanced Micro Devices Drops Samsung, Shifts Chip Orders To Taiwan Semiconductor

Summary

AMD drops 4nm orders with Samsung due to low yield rates and US tariffs, turns to TSMC in Arizona for chip production. Trump's tariff policies also prompt Nvidia and Apple to use the facility. Q1 revenue beats estimates, Q2 outlook strong. AMD gains market share in AI and server markets.

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Article published on May 7, 2025 by benzinga