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Oct 20, 2025 8:00 AM

Nvidia, TSMC Unveil The First US-Made Blackwell Wafer, But Analyst Ming-Chi Kuo Flags This Overlooked Detail

Nvidia Corp (NASDAQ:NVDA) has introduced the first U.S.-made Blackwell wafer, a crucial component for AI chips, at Taiwan Semiconductor Manufacturing Co‘s (NYSE:TSM) facility in Phoenix.

First US Blackwell Chip

The unveiling of the Blackwell wafer is a response to the surging demand for AI chips. The wafer, which serves as the foundation for semiconductors, will undergo a series of intricate processes before transforming into the ultra-high-performance, accelerated AI chip offered by the NVIDIA Blackwell architecture, Nvidia announced on Friday.

The Arizona facility of TSMC will manufacture advanced technologies, including two-, three-, and four-nanometer chips, as well as A16 chips, which are essential for AI, telecommunications, and high-performance computing, according to Nvidia.

Nvidia’s CEO, Jensen Huang, hailed the development as a “historic moment,” marking the first time in recent American history that the most crucial chip is being produced in the U.S. by TSMC, the most advanced fab in the country.

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