In the context of the Trump administration from the world’s leading chip foundry TSMC and the prices set by new factories in the United States, the CEO of the NVDIA says it aims to produce “several hundred billion dollars worth of electronics in the United States over the next four years. This means that in the United States you have a growing possibility of making the next GPU.
A according to A Financial times Interview with NVIDIA CEO Jane Hassan Huang, NVIDIA “Over the next four years, a total of half a trillion dollars worth of electronics will be purchased”. Of this total money, Huang says, “We can easily see ourselves in the United States for hundreds of billions.”
This week it was revealed that NVIDIA is now making chips in the United States. We do not yet have details about the type or quantity of the chips, but this announcement is further announced about getting near the manufacturing located in Taiwan in Taiwan (theory, because the chips still have to go a long way to go around the world unless they are in a graphics card).
The move, which can help NVIDIA in a good team of the Trump administration, is also happy with the recent administration’s recent steps to disperse AI. Right now this week, personnel The White House website “Having the support of an administration that cares about the success of the industry and not allowing energy to become a hindrance to the US,” said a reference to Huang.
President Trump’s ongoing plans to pushes for further preparation in the United States are ongoing. Effectively, 25 % tariffs on Chinese goods will make users more expensive to buy, and will be less beneficial to import. The logic is that this will encourage manufacturing in the country.
It has forced many companies to adopt to continue supply to the United States. Some graphics card manufacturers have transferred their own production of original cards from China.
Huang tells the Financial Times “At this point, we know that we can prepare in the United States, we have a lot of supply to China.”
NVIDIA is not the only major computing manufacturer that demonstrates growing investment in US production after the risks of revenue. Earlier this month, TSMC and Trump announced the $ 100 billion investment in the United States with the intention of creating three new factories. It is not yet clear whether it has already been announced by the $ 65 billion TSMC, which it has allocated to make a fiber in the United States, some of which have come from President Biden’s Chips Act.
TSMC is the world’s largest semiconductor maker and designer and does not just work with Nvidia. The AMD and Intel, among many other people, use it, the former said even some rising chips in the United States. Outside Taiwan, its Taiwan fibers are currently developing the latest node for chips. In spite of continuous investment in the United States, Spokesman for the office of the president of Taiwan “The most modern process will remain in Taiwan.”
NVIDIA’s Blackwell architecture, which can be found in RTX 50-Series cards, uses a custom 4 NM node process, which is a spin on a slightly old process from TSMC. This is the case with Nvidia’s current AI chips. While Apple M4 chip choice uses a new 3 NM process. Effectively, the smaller the process is, the transistor density can be high, and a chip can be effective.
NVIDIA has rarely been on the latest edge of the latest process, however, this means that if maintaining the latest process in Taiwan, TSMC cannot affect its plans largely if it focuses on maximum US production. Still, if he wanted 3 NM chips, he would not have been able to get these people in the United States. At least not from TSMC. Perhaps it can once tap Intel for its sophisticated 18A node once it is walking and running.
In the United States, TSMC Fabs is about to update 3NM processes in 2027, which may soon be sufficient for the Enough of the RTX 60 series, though it will not be a modern extent.
