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Nvidia and TSMC have unveiled the first U.S. made wafer for the Blackwell architecture.

Daniel Nenni

Admin
Staff member
Nvidia and TSMC have unveiled the first U.S. made wafer for the Blackwell architecture..jpg


Nvidia and TSMC have achieved a major milestone with the unveiling of the first Blackwell chip wafer produced in the United States. Announced at TSMC’s Phoenix, Arizona facility, this marks the first time Nvidia’s next-generation AI architecture has been fabricated domestically. The wafer represents a critical step in reshoring advanced semiconductor production and reducing reliance on overseas manufacturing.

The Blackwell architecture powers Nvidia’s most powerful AI and data center GPUs, likely built on TSMC’s 3nm or 4nm process technology. Producing it in the U.S. demonstrates that cutting-edge chipmaking can now occur at TSMC’s Arizona fab, a facility developed with significant investment under the CHIPS and Science Act. Nvidia CEO Jensen Huang called the milestone a key move in strengthening America’s semiconductor supply chain.

This collaboration underscores a broader push to localize production amid geopolitical and economic pressures. While only the wafer stage is currently U.S.-based—with packaging and assembly still offshore—it signals growing capacity for high-end manufacturing in the U.S. Despite higher costs and gradual ramp-up, the Arizona-made Blackwell wafer represents a new era of collaboration between Nvidia and TSMC, and a significant leap forward for domestic chipmaking leadership in the global AI economy.

 
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Nvidia and TSMC have achieved a major milestone with the unveiling of the first Blackwell chip wafer produced in the United States. Announced at TSMC’s Phoenix, Arizona facility, this marks the first time Nvidia’s next-generation AI architecture has been fabricated domestically. The wafer represents a critical step in reshoring advanced semiconductor production and reducing reliance on overseas manufacturing.

The Blackwell architecture powers Nvidia’s most powerful AI and data center GPUs, likely built on TSMC’s 3nm or 4nm process technology. Producing it in the U.S. demonstrates that cutting-edge chipmaking can now occur at TSMC’s Arizona fab, a facility developed with significant investment under the CHIPS and Science Act. Nvidia CEO Jensen Huang called the milestone a key move in strengthening America’s semiconductor supply chain.

This collaboration underscores a broader push to localize production amid geopolitical and economic pressures. While only the wafer stage is currently U.S.-based—with packaging and assembly still offshore—it signals growing capacity for high-end manufacturing in the U.S. Despite higher costs and gradual ramp-up, the Arizona-made Blackwell wafer represents a new era of collaboration between Nvidia and TSMC, and a significant leap forward for domestic chipmaking leadership in the global AI economy.


 
Well you can't build an entire semiconductor ecosystem in 5 years. Hopefully advanced packaging capabilities will be onshored over time as well.
FWIW, per Digitimes on 10/17/25 (paywalled, I'm copying / pasting the free part)

TSMC(2330.TW) will build two advanced packaging plants in Arizona, part of a sweeping expansion to support soaring demand for AI chips and solidify its strategic presence in the US, Chairman and CEO C.C. Wei announced

 
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