
TSMC is negotiating with Nvidia to produce its Blackwell GPUs for AI at its Fab 21 near Phoenix, Arizona, reports Reuters. If the companies ink an appropriate agreement, Nvidia might get additional Blackwell GPUs produced in the U.S., undoubtedly pleasing its customers and politicians. There are a couple of catches, though.
Nvidia's Blackwell GPUs are made using TSMC's custom 4NP (4nm-class) process technology that can be relatively easily ported from the foundry's fabs in Taiwan to its Fab 21 in Arizona, which is designed to make chips on 4nm and 5nm-class production nodes.