Advanced Micro Devices enters production of 2nm EPYC Venice data center CPUs on TSMC's Taiwan process

In May 2026, AMD began production of next-generation EPYC 'Venice' data center CPUs on TSMC's 2nm process in Taiwan, with plans to expand manufacturing to TSMC's Arizona facility and extend 2nm across its future EPYC roadmap.

The Venice move ties into AMD's strategy to supply AI infrastructure and data center compute, positioning EPYC CPUs and Instinct GPUs as central to its growth narrative. Follow-on Verano EPYC platform is also planned to use 2nm.

AMD's investment narrative projects $107.1 billion revenue and $28.9 billion earnings by 2029, requiring 41.9% yearly revenue growth. A faster or smoother 2nm ramp could reinforce expectations around data center revenue, mix and margins, though production hiccups or slower customer adoption could test premium pricing.