Nvidia still needs Taiwan even as TSMC ramps Blackwell production in Arizona

The Register
Oct 20, 2025, 1:51 pm124 pts
AI arms dealer relies on Taiwanese advanced packaging plants for top-specced GPUs US manufacturing of Nvidia GPUs is underway and CEO Jensen Huang is celebrating the first Blackwell wafer to come out of TSMC's Arizona chip factory. However, to be part of a complete product, those chips may need to visit…

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