Nvidia, the chipmaking giant, has announced plans to relocate part of its chip production to the United States. Specifically, the company has started manufacturing its Blackwell series AI graphics processing units (GPUs) at TSMC's facility in Phoenix, Arizona. This move marks the first time Nvidia is establishing an advanced AI chip production line within the U.S.

As the world's largest semiconductor foundry, TSMC recently unveiled a $100 billion investment plan for expanding operations in the U.S. over the next decade. Its Arizona plant began mass-producing 4-nanometer chips in January this year and aims to achieve breakthroughs in 2-nanometer technology by 2030. The Blackwell chips now being produced for Nvidia are based on TSMC's customized 4NP process technology. However, Nvidia has not disclosed specific models being manufactured or confirmed whether the flagship Blackwell Ultra GB300 released earlier this year is included.

Beyond chip fabrication, Nvidia has also partnered with electronics manufacturing service providers like Foxconn and Wistron to build two supercomputer production facilities in Texas. According to the company's roadmap, these plants are expected to progressively ramp up output over the next 12 to 15 months, achieving large-scale manufacturing capabilities.

In its statement regarding this strategic shift, Nvidia emphasized that producing AI chips and supercomputers domestically will create hundreds of thousands of jobs and inject trillions of dollars in industrial value into the U.S. economy over the coming decades. This adjustment is considered a significant step toward reshoring America’s semiconductor industry and signals a potential new phase of restructuring in the global chip supply chain.