URGENT UPDATE: TSMC Arizona has officially begun mass production of NVIDIA’s cutting-edge AI chips, a significant achievement that marks a pivotal moment for the tech industry. The announcement was made during a launch event held in north Phoenix today, attended by NVIDIA CEO Jensen Huang and executives from TSMC.
This milestone comes as TSMC’s facility is still under construction, with approximately one-third of the site completed. However, the first batch of Blackwell AI chips has already been successfully delivered, showcasing TSMC’s commitment to advancing AI technology within the United States.
“We are manufacturing the single most important chip here in the United States by the most advanced fab at TSMC,” Huang declared. TSMC North America’s CEO, David Keller, emphasized the rapid scaling of production, stating, “You’ll see thousands and thousands of Blackwell chips coming out of this factory very soon.” Huang further revealed, “He spoke in thousands. We ordered in millions,” indicating a massive demand for these chips.
The initiative is not just about immediate production; TSMC is also planning significant expansions. The company has partnered with a developer to create a large innovation corridor across Loop 303. During an earnings call on the same day, TSMC CEO C.C. Wei mentioned plans to accelerate the introduction of their advanced 2-nanometer production process to Arizona, a technology not yet available in Taiwan.
The implications of TSMC’s operations in Arizona extend to the national AI supply chain. Huang noted, “To support the AI infrastructure buildout we’re going to do, we’re going to need all of the fabs being built here in Arizona, but also a broad range of supply chains.” This statement underscores the importance of local manufacturing in meeting the growing demands of AI technology.
As TSMC ramps up production, the impact on the tech landscape is expected to be profound, reinforcing the U.S. position in global technology and AI advancements. With the demand for AI chips skyrocketing, TSMC’s strategic moves in Arizona are set to play a crucial role in shaping the future of artificial intelligence.
Stay tuned for further updates on this developing story as TSMC and NVIDIA continue to innovate in the rapidly evolving tech sector.
