The Engines of American-Made Intelligence: Nvidia and TSMC Celebrate First Nvidia Blackwell Wafer Produced in the US
The celebration showcased how manufacturing the world's AI technology stack in America will fuel innovation and bolster the US supply chain
By Philippe Nicolas | October 29, 2025 at 2:02 pmBlogpost, published on Nvidia website Oct. 17, 2025
AI has ignited a new industrial revolution.
Nvidia and TSMC are working together to build the infrastructure that powers the world’s AI factories, right here in America.
Nvidia founder and CEO Jensen Huang today visited TSMC’s semiconductor manufacturing facility in Phoenix to celebrate the first Nvidia Blackwell wafer produced on US soil, representing that Blackwell has reached volume production.
Onstage at the celebration, Huang joined Y.L. Wang, VP, operations, TSMC, to sign the Blackwell wafer, commemorating a milestone that showcases how the engines of the world’s AI infrastructure are now being constructed domestically.
This bolsters the US supply chain and onshores the AI technology stack that will turn data into intelligence and secure America’s leadership for the AI era.
“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 at the event. “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.”
“To go from arriving in AZ to delivering the first US-made Nvidia Blackwell chip in just a few short years represents the very best of TSMC,” said Ray Chuang, CEO, TSMC AZ. “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 AZ possible.”
The wafer – the base material for semiconductors – will go through a complex process of layering, patterning, etching and dicing before taking shape as the ultra-high-performance, accelerated AI chip the Nvidia Blackwell architecture offers.
TSMC AZ will produce advanced technologies including two-, three- and four-nm chips, as well as A16 chips, all essential for applications like AI, telecommunications and high-performance computing.
Onshoring World-Class AI Chipmaking to American Soil
America-based manufacturing is crucial to meeting the growing demand for AI.
Today’s achievement marks a huge step forward in semiconductor manufacturing and AI development in the US, paving the way for sustained American leadership in AI. Nvidia Blackwell GPUs offer exceptional performance, return on investment and energy efficiency for AI inference.
In addition, Nvidia plans to deploy its advanced AI, robotics and digital twin technologies to design and operate new US manufacturing facilities.
Comments
This is a major milestone for the industry and the US illustrating the reality and effects of some geo-politics movements. Beyond this large investment and key strategy development between TSMC and US administration, it also confirms that US will be able to massively produce chip products and align production with market demands, at least greatly improved. With the AI battle and its daily fast and deep impact of our lives, it clearly gives to America some advantages. It also represents a significant step for flash and other memory oriented technologies development...
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