
Reports that NVIDIA (NASDAQ: NVDA) could make its Blackwell chips are resonating throughout the semiconductor industry. The news is good for numerous reasons, but there are hurdles and risks to be overcome. The good news is that a path to expanded Blackwell production and reduced geopolitical risk is clear. The bad news is that Taiwan Semiconductor (NYSE: TSM) isn’t 100% capable of manufacturing the chips in the United States, at least not yet.