AMD’s Lisa Su Quietly Cashes In On The Smartphone Industry’s Deep Freeze as MediaTek and Qualcomm Vacate TSMC’s 4nm and 5nm Lines

Weak entry- and mid-tier smartphone demand pushed Qualcomm and MediaTek to cut 4nm and 5nm wafer orders at TSMC.

AMD absorbed some of the freed foundry capacity, helping support its CPU production.

Lisa Su said AMD’s Q1 growth was driven more by higher unit volumes and rising CPU shipments, including Turin and Genoa.

The shift reflects how smartphone and memory market weakness is reshaping semiconductor manufacturing capacity.