NVIDIA's 1st Blackwell chip wafer made with TSMC breaks cover
What's the story
NVIDIA has unveiled its first-ever Blackwell wafer, manufactured in the United States. The innovative silicon was produced at TSMC's semiconductor manufacturing facility in Phoenix, Arizona. The move comes as demand for artificial intelligence (AI) chips continues to surge. In a blog post, NVIDIA said the development "bolsters the US supply chain and onshores the AI technology stack that will turn data into intelligence."
Strategic alignment
Aligning with Trump's technology push
The production of the Blackwell wafer also aligns with President Donald Trump's efforts to bolster US technology and manufacturing dominance. TSMC's Arizona facility will produce advanced technologies such as two-, three- and four-nanometer chips, along with A16 chips. These are critical for AI, telecommunications, and high-performance computing applications. The development is part of a wider trend of mega deals between AI companies and chipmakers like NVIDIA, AMD, and Broadcom to expand data center capacity.
Financial outlook
TSMC raises revenue forecast amid AI chip demand
TSMC, the world's largest producer of advanced chips, raised its full-year revenue forecast on Thursday. The company is optimistic about AI spending after posting a record profit that exceeded market estimates. The financial outlook indicates a strong demand for advanced chip technology, further highlighting the critical role these components play in the ongoing AI revolution.