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Well, it seems that NVIDIA has decided to increase its cooperation with the current administration by announcing the production of AI servers in the US with the help of TSMC and others.
NVIDIA's US Move Indicates That The Supply Chain Is Eager To Expand Into The Nation; Team Green Reveals Huge Plans
NVIDIA is at the forefront of the AI revolution, and with the massive demand the company has on its hands, Team Green must bring clarity to the supply chain, and this is what they have done with the announcement. Posted on the NVIDIA blog, the firm revealed that it is working with manufacturing partners like TSMC and Wistron to bring production into the US and has also allocated more than a million square feet of manufacturing space for Blackwell chip production in Arizona, signaling a massive shift in supply chain dynamics.
This announcement comes after the US administration decided not to impose a ban on NVIDIA's H20 AI accelerators after a meeting between Trump and Jensen. So, it is likely that NVIDIA's US plans seem like a "deal" in place where both parties have exchanged their interests. Moving the supply chain from Taiwan/China to the US is indeed a complicated process. Still, it seems like NVIDIA's partners are determined about the move, which could mean that the US might very well be the next destination for AI infrastructure.
I still feel like these announcements are the equivalent of big NFL contracts. Eye popping in totality but heavily back end loaded, and voided before the big payouts. Now what am I missing?
Blackwell is on TSMC N4. What is their plan for manufacturing advanced node products within the USA? The last I heard Taiwan will not let TSMC’s most advanced node (whatever that is at any given time) be produced outside of Taiwan. Is this law still in effect?
Blackwell is on TSMC N4. What is their plan for manufacturing advanced node products within the USA? The last I heard Taiwan will not let TSMC’s most advanced node (whatever that is at any given time) be produced outside of Taiwan. Is this law still in effect?
My understanding is that TSMC's Phase 1 fab in Arizona (Fab 21) is producing 4nm-class N4 chips, with high-volume production started in Q4 2024. Phase 2 is slated for 3nm (N3) production in 2028, but could potentially begin in 2027 to meet demand from clients like Nvidia and AMD, though U.S. regulations and supply chain issues make 2028 more likely. While there’s no explicit Taiwanese regulation mandating it, TSMC’s strategy, influenced by Taiwan’s government to maintain technological leadership, ensures Taiwan starts advanced nodes like 2nm (N2) before N3 begins in Arizona.
Yeah, seems like people conflate investment vs the value of what NVIDIA plans to produce. Much of the $40B for the chip fabs had already been spent or committed via CHIPS act prior to this announcement, but the packaging investments and rack factories are new.
wccftech.com
