Jensen Huang (黃仁勳), founder and CEO of US-based artificial intelligence chip designer Nvidia Corp and Taiwan Semiconductor Manufacturing Co (TSMC, 台積電) on Friday celebrated the first Nvidia Blackwell wafer produced on US soil.
Huang visited TSMC’s advanced wafer fab in the US state of Arizona and joined the Taiwanese chipmaker’s executives to witness the efforts to “build the infrastructure that powers the world’s AI factories, right here in America,” Nvidia said in a statement.
At the event, Huang joined Y.L. Wang (王英郎), vice president of operations at TSMC, in signing their names on the Blackwell wafer to mark the milestone, which demonstrated that the engines of the world’s AI infrastructure are now being constructed domestically in the US.
Photo courtesy of Nvidia Corp via CNA
The debut of the first US-made Blackwell chip has bolstered the US supply chain and onshored the AI technology stack to turn data into intelligence and secure the country’s global leadership during the current AI era, Nvidia said.
According to Nvidia, its Blackwell architecture graphics processing unit (GPU) contains 208 billion transistors and is being rolled out using TSMC’s sophisticated custom-built 4NP process. Nvidia added that the GPU ushers in the next chapter in generative AI with unparalleled performance, efficiency and scale.
“This is a historic moment for several reasons. It’s the very first time in recent American history that the single most important chip is being manufactured here in the United States by the most advanced fab, by TSMC, here in the United States,” Huang said in the statement.
“This is the vision of President Trump of reindustrialization — to bring back manufacturing to America, to create jobs, of course, but also, this is the single most vital manufacturing industry and the most important technology industry in the world,” he added.
TSMC is investing US$65 billion in Arizona to build three advanced wafer fabs with the first starting mass production last year, using the 4-nanometer process. The world’s largest contract chipmaker also pledged in March to invest an additional US$100 billion in Arizona over the next few years to build three more wafer fabs, two IC packaging plants, and one research and development center.
“To go from arriving in Arizona to delivering the first US-made NVIDIA Blackwell chip in just a few short years represents the very best of TSMC,” TSMC Arizona CEO Ray Chuang (莊瑞萍) said in the same statement.
“This milestone is built on three decades of partnership with NVIDIA — pushing the boundaries of technology together — and on the unwavering dedication of our employees and the local partners who helped to make TSMC Arizona possible,” Chuang said.
Nvidia said in the statement that TSMC’s manufacturing compound in Arizona will produce chips using advanced 2nm, 3nm, 4nm, and A16 processes, and these technologies are critical to emerging technologies, including AI applications, telecommunications, and high-performance computing (HPC) devices.
“America-based manufacturing is crucial to meeting the growing demand for AI,” Nvidia said.
In addition to Nvidia, other American tech giants such as Apple Inc and Advanced Micro Devices Inc are believed to have outsourced chipmaking to TSMC in Arizona.
In an investors' conference held on Thursday, TSMC chairman and CEO C.C. Wei (魏哲家) said the company will speed up its pace in production expansion and technology upgrades in Arizona, aiming to build its complex in the state into a megafab cluster to meet strong demand from the US market.
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