Tai Mei Ti A P P·2025-04-14 15:09Group 1 - NVIDIA announced plans to produce AI supercomputers entirely in the United States, marking the first domestic manufacturing of the Blackwell AI chip [2][3] - Over the next four years, NVIDIA will collaborate with TSMC, Foxconn, Wistron, Amkor, and SPIL to produce AI infrastructure valued at up to $500 billion (approximately 3.65 trillion RMB) in the U.S. [3] - The production of NVIDIA's Blackwell chip has already commenced at TSMC's Arizona facility, with plans to establish supercomputer manufacturing plants in Houston and Dallas, expected to achieve mass production within 12-15 months [3] Group 2 - NVIDIA's CEO Jensen Huang emphasized that building AI infrastructure in the U.S. will help meet the growing demand for AI chips and supercomputers, enhancing supply chain resilience [3] - This initiative aligns NVIDIA with other U.S. tech giants like Apple and Qualcomm, who are also moving manufacturing back to the U.S. in response to high tariffs [3] - TSMC has plans to invest $100 billion in the U.S., with $65 billion allocated for building three factories in Arizona [4] Group 3 - Analysts predict a potential decline in TSMC's gross margin by 2 to 3 percentage points over the next five years, but the company may double down on overseas investments to mitigate geopolitical risks [5] - The U.S. government is expected to announce specific tariffs on semiconductor products, with the Commerce Secretary indicating that certain electronics will face separate tariffs [5] - TSMC is set to hold a quarterly earnings call, with projected capital expenditures for 2025 estimated between $38 billion and $42 billion, a 41% increase from the previous year [6]