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Nvidia and TSMC quietly marked a turning point in the U.S. semiconductor landscape this week when the first Blackwell wafer intended for Nvidia’s next-generation AI GPUs rolled out of TSMC’s Fab 21 near Phoenix — a milestone that signals both real industrial progress and an array of new...

Nvidia and TSMC today unveiled the first U.S.-made Blackwell wafer — a milestone that signals both technological progress and a new chapter in the geopolitics of AI silicon supply chains. Background The announcement celebrates a wafer produced at TSMC’s Phoenix, Arizona fabrication complex that...