Official announcements from NVIDIA or credible industry analysis reports

NVIDIA, TSMC Plan Blackwell AI Chip Production in Arizona by 2028

Dec 5, 2024, 09:08 AM

NVIDIA Corp. and Taiwan Semiconductor Manufacturing Co. (TSMC) are reportedly in discussions to produce NVIDIA's Blackwell AI chips at TSMC's Arizona plant, which is set to be operational by 2028. This move would mark a significant step for the U.S. domestic chip industry, as the Blackwell chips are currently exclusively manufactured in Taiwan. Preparations are underway to begin production early next year, according to sources cited by Reuters. The talks signify a potential shift in the manufacturing strategy for NVIDIA, aiming to diversify its production locations and reduce reliance on a single geographic region.