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Nvidia Unveils First US-Made Blackwell Wafer, Boosting AI Chip Supply Chain and US Tech Leadership

TSMC's $65 billion investment in Arizona supports Nvidia's first US-made Blackwell AI chip, advancing domestic supply chains and AI technology leadership, Nvidia said.

  • On Friday, Jensen Huang, founder and CEO of Nvidia Corp, and Y.L. Wang, vice president of operations at TSMC, signed the first Blackwell wafer produced at TSMC's Arizona fab.
  • TSMC is investing US$65 billion to build three advanced wafer fabs in Arizona, while Nvidia said America-based manufacturing is crucial for meeting AI demand and strengthening the US supply chain.
  • According to Nvidia, the Blackwell architecture GPU contains 208 billion transistors and is being rolled out using TSMC's custom-built 4NP process, while TSMC's Arizona manufacturing compound will produce chips with 2nm, 3nm, 4nm, and A16 processes.
  • Major US tech firms including Apple Inc. and Advanced Micro Devices Inc outsource chipmaking to TSMC Arizona, supporting expansion of domestic AI infrastructure.
  • With a US$65 billion pledge, TSMC said it will speed up expansion and upgrades to build a megafab cluster in Arizona, emphasizing reindustrialization; Huang's comments highlight the strategic significance.
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NVIDIA shows off its first Blackwell wafer manufactured in the US

NVIDIA and TSMC celebrated the first Blackwell chip that was made in an Arizona facility.

·United States
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Nvidia has taken a decisive step in the global race for mastery in artificial intelligence by presenting the first wafer of the Blackwell chip manufactured in U.S. territory. This advance is not only technical, but also geopolitical and strategic, since the chip has been produced at the TSMC plant in Phoenix, Arizona, thus reinforcing the local supply chain of advanced semiconductors. The news comes at a time when the demand for chips for artifi…

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It's more than just a symbolic act; it's a powerful industrial policy statement: NVIDIA CEO Jensen Huang unveiled the first Blackwell chip wafer this week, produced not in Taiwan, but in the heart of Arizona. Made possible by TSMC, financed and orchestrated by Washington's reindustrialization campaign, which first gained momentum under Donald Trump and has now become economic national doctrine [...] Source

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Techmeme broke the news in California, United States on Friday, October 17, 2025.
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