$Advanced Micro Devices(AMD)$ ’s chips are primarily fabricated in Taiwan, and since they don’t have their own engineering, they rely entirely on $Taiwan Semiconductor Manufacturing(TSM)$ for manufacturing. As a result, they are not significantly impacted by tariffs. The US factory is only starting to produce this year, primarily focused on AI chips. In contrast, $Intel(INTC)$ ’s situation is different, as most of their chips are fabricated domestically in the US, meaning tariffs could have a bigger impact on them.
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