At TSMC’s Arizona fab, Nvidia’s Jensen Huang joined TSMC leaders to sign the first US-made Blackwell AI wafer—a moment symbolizing America’s return to advanced chipmaking. Built on TSMC’s 4NP process with 208 billion transistors, the chip anchors a new era of domestic AI infrastructure. Backed by more than $165 billion in planned Arizona investments, TSMC will power Nvidia, Apple, and AMD into the next generation of computing.
Nvidia CEO Jensen Huang and executives from TSMC commemorated the first Blackwell wafer produced in the United States at TSMC’s advanced fab in Arizona. Huang and TSMC Vice President Y.L. Wang signed the wafer, underscoring the joint effort to expand domestic AI infrastructure.
Nvidia stated that the event marked the beginning of large-scale AI chip production in the United States. The company emphasized that the new manufacturing capability strengthens the domestic supply chain and supports the country’s AI computing capacity.
The Blackwell GPU integrates 208 billion transistors and uses TSMC’s 4NP process technology. Nvidia designed the chip to enhance training and inference efficiency across generative AI workloads.
Huang described the development as an inflection point in US semiconductor manufacturing, highlighting the return of advanced chip production to American soil. He also referenced former President Joe Biden’s reindustrialization agenda, noting the broader impact of advanced semiconductor fabrication on US employment and technology competitiveness.
Nvidia CEO and founder Jensen Huang proudly holds the first Blackwell wafer made in the United States, marking a major milestone for the company’s AI chip production. (Source: Courtesy of Nvidia)
TSMC plans to invest $65 billion in Arizona to establish three wafer fabs, with the first entering mass production in 2024 using the 4 nm process. The company also announced an additional $100 billion expansion for three more fabs, two assembly facilities, and a research and development center.
TSMC Arizona CEO Ray Chuang noted that delivering the first US-made Nvidia Blackwell chip within a few years reflects decades of collaboration between the two companies and the contributions of local employees and partners.
According to Nvidia, TSMC’s Arizona facilities will produce chips using 2 nm, 3 nm, 4 nm, and A16 process technologies. These nodes will support AI, telecommunications, and high-performance computing applications. Nvidia added that US-based manufacturing is essential for meeting increasing AI demand.
Other major US technology firms, including Apple and AMD, also plan to source advanced chip production from TSMC’s Arizona operations.
TSMC Chairman and CEO C.C. Wei announced that the company will accelerate production expansion and technology upgrades in Arizona to establish a large-scale manufacturing cluster serving US market needs.
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