Taiwan Semiconductor Manufacturing Co is in discussions with Nvidia Corp to produce its Blackwell artificial intelligence chips at the contract manufacturer’s new plant in Arizona, three sources familiar with the matter said.
TSMC is already making preparations to start production early next year, the sources said.
Nvidia’s Blackwell chips, which the company unveiled in March, have so far been manufactured at TSMC’s facilities in Taiwan. The company has seen high demand from customers involved in generative AI and accelerated computing for the chips, which it says is 30 times speedier at tasks like serving up answers from chatbots.
The agreement, if finalised, would secure another customer for TSMC’s Arizona facility, which is scheduled to start volume production next year.
TSMC and Nvidia declined to comment. The sources did not want to be identified as the talks were confidential.
Two of the sources said Apple and Advanced Micro Devices are current customers at the Arizona plant. Apple and AMD did not immediately respond to requests for comment.
However, while TSMC plans to produce the front-end process of Nvidia’s Blackwell chips in Arizona, the chips will still need to be shipped back to Taiwan for packaging. The Arizona facility does not have chip on wafer on substrate (CoWoS) capacity that is essential to the Blackwell chips, two of the sources said.
All of TSMC’s CoWoS capacity is currently in Taiwan.
Taiwan’s TSMC, the world’s largest contract chipmaker, is investing tens of billions of dollars in building three facilities in Phoenix and the project has won significant subsidies from the U.S. government which wants to bring semiconductor manufacturing back to the United States.
—Wen-Yee Lee and Fanny Potkin, Reuters
Jelentkezéshez jelentkezzen be
EGYÉB POSTS Ebben a csoportban
Yahoo’s bet on creator-led content appears to be paying off. Yahoo Creators, the media company’s publishing platform for creators, had its most lucrative month yet in June.
Launched in M
From being the face of memestock mania to going viral for inadvertently stapling the screens of brand-new video game consoles, GameStop is no stranger to infamy.
Last month, during the m
The technology industry has always adored its improbably audacious goals and their associated buzzwords. Meta CEO Mark Zuckerberg is among the most enamored. After all, the name “Meta” is the resi
Even as AI becomes a common workplace tool, its use in
Finding a job is hard right now. To cope, Gen Zers are documenting the reality of unemployment in 2025.
“You look sadder,” one TikTok po
Hiding your address, phone number, and other details is easier than you might think.
