NVIDIA and TSMC Produce First Blackwell Chip Wafer in U.S.
NVIDIA and TSMC have achieved a major milestone in U.S. semiconductor manufacturing with the production of the first NVIDIA Blackwell wafer on American soil, marking a pivotal moment in the nation’s push to secure its AI infrastructure. The event, held at TSMC’s advanced fabrication plant in Phoenix, Arizona, symbolizes the successful onshoring of the most critical component of the global AI supply chain. NVIDIA CEO Jensen Huang attended the celebration, where he joined TSMC’s Y.L. Wang, vice president of operations, to sign the historic wafer—a gesture commemorating the culmination of years of collaboration and investment. Huang described the moment as “historic,” emphasizing that for the first time in recent American history, the world’s most powerful AI chip—the NVIDIA Blackwell architecture—is being manufactured domestically. He credited the achievement to President Trump’s vision of reindustrialization, highlighting the importance of bringing high-tech manufacturing back to the U.S. to create jobs and strengthen national technological leadership. The Blackwell chip, designed for high-performance AI inference, delivers exceptional speed, energy efficiency, and return on investment, making it essential for data centers, scientific research, and enterprise AI applications. TSMC Arizona, the site of the milestone, has rapidly evolved from a new facility to a full-scale production hub in just a few years. Ray Chuang, CEO of TSMC Arizona, praised the team’s dedication and the decades-long partnership between TSMC and NVIDIA that enabled this breakthrough. The Phoenix facility will produce cutting-edge chips at 2, 3, and 4-nanometer nodes, as well as A16 chips, which are vital for AI, telecommunications, and high-performance computing. The Blackwell wafer is just the beginning of a complex manufacturing process involving multiple stages—layering, patterning, etching, and dicing—before it becomes a finished AI accelerator. This domestic production reduces reliance on overseas supply chains and strengthens U.S. resilience in a strategically critical industry. The move is part of a broader national strategy to ensure American leadership in artificial intelligence. With AI demand surging, the ability to manufacture advanced chips domestically is no longer just an economic issue but a matter of national security and technological sovereignty. The success at TSMC Arizona demonstrates that the U.S. can not only attract world-class semiconductor manufacturing but also innovate and scale at pace with global leaders. Beyond production, NVIDIA plans to leverage its own AI, robotics, and digital twin technologies to design and optimize future U.S. manufacturing facilities, further integrating AI into the industrial process. This closed-loop approach promises to accelerate innovation across industries. The event also underscores growing momentum in the U.S. tech ecosystem. As AI reshapes every sector, from healthcare to defense, the ability to produce the underlying hardware locally becomes a strategic imperative. The collaboration between NVIDIA and TSMC exemplifies how public-private partnerships and long-term vision can drive transformative change. Looking ahead, NVIDIA will showcase how its technologies are accelerating innovation for enterprises, government agencies, researchers, and startups at NVIDIA GTC Washington, D.C., scheduled for October 27–29. The milestone in Phoenix is more than a manufacturing achievement—it’s a signal that America is building the foundation for the next era of technological leadership, one chip at a time.
