Taiwan Semiconductor Manufacturing Co is in discussions with Nvidia Corp to produce its Blackwell artificial intelligence chips at the new plant in Arizona, aiming to meet high customer demand for AI applications. The new facility is expected to start production early next year.
The Blackwell chips, unveiled by Nvidia earlier this year, are already facing significant demand from clients engaged in generative AI and accelerated computing. TSMC's ability to manufacture in Arizona represents a strategic move to cater to this growing market.
While TSMC plans to handle the front-end production of Nvidia's Blackwell chips in Arizona, the chips will still need to be shipped back to Taiwan for crucial packaging processes. The lack of CoWoS capacity in Arizona presents logistical challenges.
Current customers at TSMC's Arizona plant include notable names like Apple and AMD, further illustrating the facility's importance in the semiconductor supply chain as it prepares to start volume production next year.
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