Blackwell · Nvidia · Taiwan · Japan · Intel · TSMC · Tom's Hardware
Nvidia and Intel tout homegrown American chip supply chain prowess as country bolsters local production, but gaps remain
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Nvidia shouted proudly in a recent blog post that its network of American manufacturing partners and suppliers now spans 43 states, that TSMC's Phoenix plant is producing Blackwell wafers at volume, and that it plans to produce up to $500 billion of AI infrastructure in the U.S. over four years with partners including TSMC, Foxconn, Wistron, Corning, Coherent, and Amkor.
Key facts
- The post also cites an estimate from consultancy Public First that Nvidia-driven AI demand will contribute $485 billion to U.S. GDP in 2026 and support over 100,000 jobs
- Amkor also broke ground on its Peoria, Arizona campus last October, a $7 billion, two-phase project with up to 750,000 square feet of cleanroom, roughly $400 million in CHIPS Act funding, and Apple
- SK hynix began initial work in April on its $3.87 billion advanced packaging plant in West Lafayette, Indiana, targeting mass production of HBM4E and HBM5 in the second half of 2028, the same window
- TSMC formalized the relationship on June 16th, signing a 10-year agreement under which it will procure packaging and test services from Amkor, while TSMC executives said in April that the foundry's
Summary
Both accounts hold up at the wafer stage but omit the same downstream step: every Blackwell die that leaves TSMC's Arizona fab still crosses the Pacific to be packaged, no HBM is manufactured or packaged on U.S. soil, and the facilities intended to close those gaps won’t start production until 2028 at the earliest. Foxconn is building a Houston factory to produce GB300 tray modules for Nvidia, and Wistron will assemble and test Nvidia AI systems at a new facility in Fort Worth, Texas. Corning is adding more than 3,000 jobs across optical manufacturing sites in North Carolina and Texas.
Meanwhile, Intel's post lists R&D and manufacturing across Oregon, Arizona, New Mexico, and California, describes Ohio as “a planned site,” and devotes most of its length to workforce programs, K-12 AI education, and the company’s America250 partnership.