Nvidia, TSMC unveil first U.S. made Blackwell wafer at TSMC Arizona

Nvidia unveiled the first US-made Blackwell wafer, produced at TSMC’s Phoenix, Arizona fab, a step toward localizing parts of the AI chip supply chain. The milestone represents Blackwell reaching volume production on American soil.

CEO Jensen Huang visited the Arizona plant to celebrate what he called “the single most important chip being manufactured here in the United States by the most advanced fab,” according to Nvidia. The wafer will undergo layering, patterning, etching and dicing before becoming finished AI chips.

The move “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,” Nvidia said in the same blog post. Huang framed it as realizing President Trump’s vision of reindustrialization.

TSMC’s Arizona facility will produce two-, three- and four-nanometer chips, plus A16 chips essential for AI, telecommunications and high-performance computing applications, Nvidia said. Ray Chuang, TSMC Arizona’s CEO, said delivering the chip “in just a few short years represents the very best of TSMC.”