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Nvidia unveils first Blackwell chip wafer made with TSMC in US

TSMC's Arizona plant uses advanced 2-, 3-, and 4-nanometer processes to produce thousands of Nvidia Blackwell AI chips, boosting the U.S. AI supply chain, officials said.

  • On October 18, 2025, TSMC Arizona began mass-producing AI chips for NVIDIA, and NVIDIA unveiled the first U.S.-made Blackwell wafer at a launch event attended by Jensen Huang.
  • A wave of mega deals and rising AI demand prompted TSMC, the world’s biggest producer of advanced chips, to raise its full-year revenue forecast after posting a record profit.
  • The Arizona plant will manufacture two-, three- and four-nanometer chips plus A16 chips, and TSMC said it will deploy its two-nanometer production process in Arizona sooner than Taiwan.
  • The initial deliveries have arrived and David Keller, CEO of TSMC North America, said production will scale quickly with 'thousands and thousands' of Blackwell wafers coming soon.
  • NVIDIA framed the step as strengthening the U.S. AI supply chain, while TSMC plans to expand and build an innovation corridor across Loop 303.
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Clubic.com broke the news in on Friday, October 17, 2025.
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