Nvidia unveils first Blackwell chip wafer made with TSMC in US

Companies have been racing to meet the broader AI industry’s voracious appetite for computing power as they develop AI technology that meets or exceeds human intelligence

    • There has recently been a flurry of mega deals between AI firms and chipmakers to build data centre capacity.
    • There has recently been a flurry of mega deals between AI firms and chipmakers to build data centre capacity. PHOTO: REUTERS
    Published Sat, Oct 18, 2025 · 08:29 AM

    [MEXICO CITY] Nvidia unveiled on Friday (Oct 17) the first US-made Blackwell wafer, produced at Taiwan Semiconductor Manufacturing Company’s (TSMC) semiconductor manufacturing facility in Phoenix, as demand for artificial intelligence (AI) chips accelerates.

    Companies have been racing to meet the broader AI industry’s voracious appetite for computing power as they develop AI technology that meets or exceeds human intelligence.

    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.

    It also aligns with US President Donald Trump’s efforts to strengthen US technology and manufacturing leadership.

    TSMC’s Arizona facility will produce advanced technologies, including two-, three- and four-nanometre chips, as well as A16 chips, that are essential for applications such as AI, telecommunications and high-performance computing, Nvidia said.

    There has recently been a flurry of mega deals between AI firms and chipmakers such as Nvidia, AMD and Broadcom to build data centre capacity.

    TSMC, the world’s biggest producer of advanced chips, raised its full-year revenue forecast on Thursday on a bullish outlook for AI spending after posting a record profit that blew past market estimates. REUTERS

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