Nvidia has begun producing its Blackwell AI GPUs at TSMC’s plant in Phoenix, Arizona, marking a significant step in the company’s US-based chip production.
Nvidia announced that it has started producing its Blackwell AI GPUs at TSMC’s plant in Phoenix, Arizona, with companies within the state handling the packaging and testing of the chips. TSMC, or Taiwan Semiconductor Manufacturing Co., is the world’s biggest chipmaker and recently announced a $100 billion investment in US chipmaking. This investment underscores the growing importance of the US in the global semiconductor industry.
TSMC began producing chips using the 4nm process at its Arizona factory in January and has plans to make chips with the more efficient 2nm technology by the end of the decade. This progression highlights TSMC’s commitment to advancing its manufacturing capabilities in the US. Nvidia’s Blackwell chips use TSMC’s custom 4NP process, according to information available on Nvidia’s website.
While Nvidia has confirmed the production of Blackwell AI GPUs at TSMC’s Arizona plant, the company hasn’t specified which particular Blackwell chips are being produced. This includes the latest Blackwell Ultra GB300 chip that Nvidia revealed earlier this year. The lack of specific details leaves uncertainty about the full scope of Nvidia’s production plans at the facility.
In addition to its partnership with TSMC in Arizona, Nvidia is expanding its presence in the US through other initiatives. The company is teaming up with electronics manufacturers Foxconn and Wistron to build supercomputer production plants in Texas. Nvidia expects mass production at these two plants to ramp up over the next 12 to 15 months, indicating a significant scaling of its operations in the region.
Nvidia projects that manufacturing AI chips and supercomputers in the US will have a substantial positive impact on the economy. The company says that this effort is expected to create hundreds of thousands of jobs and drive trillions of dollars in economic security over the coming decades. This projection underscores the potential long-term benefits of Nvidia’s investments in US-based production facilities.
