Huan Qiu Shi Bao·2025-10-20 22:57Core Viewpoint - Nvidia has officially launched its first domestically produced Blackwell chip wafer in the U.S., marking a significant step in reshaping the high-end chip supply chain amid surging demand for AI chips [1][2]. Group 1: Nvidia and TSMC Collaboration - The Blackwell chip wafer is produced at TSMC's semiconductor factory in Phoenix, Arizona, representing the first major chip manufactured in the U.S. by TSMC [1]. - Nvidia's CEO Jensen Huang emphasized the importance of this milestone in aligning with the U.S. government's vision of bringing manufacturing back to America [1]. - TSMC's Arizona factory plans to mass-produce advanced process chips, including 2nm, 3nm, and 4nm, which are crucial for AI and telecommunications [1]. Group 2: U.S. Semiconductor Supply Chain Initiatives - The U.S. government has been strengthening its domestic semiconductor supply chain by providing substantial subsidies to attract companies like TSMC to establish operations in the U.S. [2]. - TSMC's investment in Arizona amounts to $65 billion, with an additional $6.6 billion in subsidies received [2]. - Despite these efforts, companies express concerns that customers are reluctant to pay higher costs for "Made in America" products, preferring more cost-effective overseas options [2]. Group 3: Upcoming U.S. Chip Regulations - The U.S. government is planning new regulations that would require semiconductor manufacturers to produce an equal number of chips domestically as they import from abroad, imposing a potential 100% tariff for non-compliance [2][3]. - This policy aims to reduce reliance on foreign supply chains and encourage domestic production [2]. - Challenges to implementing this policy include the complexity of supply chains and the current limitations of U.S. manufacturing capabilities to cover all high-end chip production [3].