The global AI industry is witnessing a historic moment as NVIDIA announced on Friday, October 17th, that it has officially acquired the first Blackwell wafer produced at the TSMC’s Arizona factory, marking the first time it has been completely manufactured on U.S. soil. The early mass production at the TSMC Arizona factory also signifies a concrete achievement of the U.S.-Taiwan semiconductor alliance.
The demand for AI chips worldwide is continually increasing as companies race to meet the near-insatiable demand for computing power in the AI industry.
NVIDIA CEO Jensen Huang emphasized that this is a pivotal moment in modern American history, with the world’s most important chips being produced for the first time at the most advanced wafer factory in the United States.
Huang stated that this milestone signifies not only a new phase in collaboration between NVIDIA and TSMC but also a tangible realization of America’s reindustrialization vision. He pointed out that AI is leading a new wave of industrial revolution, and Blackwell, as the “heart” of AI computation, its mass production in the U.S. will “strengthen the supply chain autonomy and ensure America’s leadership in the AI era.”
This move aligns with President Trump’s policy to strengthen America’s leadership in technology and manufacturing.
NVIDIA stated that the TSMC factory in Arizona will produce cutting-edge process technology, including 2nm, 3nm, and 4nm chips, as well as the A16 chip. These chips are crucial for applications in AI, telecommunications, and high-level computing.
The local community and engineering team emphasized that this success is not just TSMC’s achievement but also a turning point in redefining “American manufacturing” for Phoenix.
Recently, there has been a series of large-scale collaborations between AI companies and chip manufacturers, including NVIDIA, AMD, Broadcom, among others, as they rapidly expand data center capacities.
TSMC is the world’s largest advanced chip manufacturer, and its record-breaking profit announced on Thursday far exceeded market expectations, driven by an optimistic outlook for AI spending, prompting an upward revision of its full-year revenue forecast.
Chuang Jui-ping, CEO of TSMC’s subsidiary in Arizona, stated that from establishing a presence in Arizona to the first wafer coming off the production line took just a few short years, demonstrating TSMC’s execution power. He highlighted that this achievement is built on a 30-year collaboration foundation with NVIDIA, as both parties continuously break through process and efficiency limits, collectively driving forward accelerated AI computing.