Nvidia has taken a significant step in bringing chip production to the United States, announcing that it has started manufacturing its Blackwell AI GPUs at Taiwan Semiconductor Manufacturing Co.'s (TSMC) plant in Phoenix, Arizona. This move marks a major milestone in the company's efforts to increase its presence in the US chipmaking industry.

The Blackwell AI chips, which use TSMC's custom 4NP process, are being produced at the Arizona factory, with local companies handling packaging and testing. Although Nvidia did not specify which exact Blackwell chips are being produced, it's worth noting that the company recently unveiled the Blackwell Ultra GB300 chip earlier this year.

TSMC, the world's largest chipmaker, has been investing heavily in US chip production, with a $100 billion commitment announced last month. The company began producing chips using the 4nm process at its Arizona factory in January and plans to move to the more efficient 2nm technology by the end of the decade.

In addition to the Arizona production, Nvidia is also teaming up with electronics manufacturers Foxconn and Wistron to build supercomputer production plants in Texas. The company expects mass production at these plants to "ramp up" over the next 12 to 15 months, creating hundreds of thousands of jobs and driving trillions of dollars in economic growth over the coming decades.

This development is significant not only for Nvidia but also for the US chipmaking industry as a whole. The shift towards domestic production is expected to reduce reliance on foreign chip manufacturers and enhance national security. Furthermore, the creation of new jobs and economic growth opportunities will have a positive impact on local communities.

The move is also seen as a strategic response to the ongoing global chip shortage, which has affected various industries, including technology, automotive, and healthcare. By increasing its production capacity in the US, Nvidia aims to mitigate the risks associated with supply chain disruptions and ensure a stable supply of its AI chips.

In conclusion, Nvidia's decision to start producing its Blackwell AI chips at TSMC's Arizona plant marks a significant step towards increasing US chip production and reducing reliance on foreign manufacturers. As the company continues to expand its presence in the US, it will be interesting to see how this development shapes the future of the chipmaking industry and the broader technology landscape.