【环球时报驻美国特约记者 冯亚仁】综合路透社等外媒报道，人工智能芯片巨头英伟达上周五宣布， 正式发布首枚在美国本土制造的Blackwell芯片晶圆。该晶圆由台积电位于美国亚利桑那州凤凰城的半 导体工厂生产。报道称，此举标志着在人工智能芯片需求急剧增长的背景下，美国正加快重塑高端芯片 供应链。 "有史以来第一次，最重要的芯片之一在美国的台积电工厂生产。"英伟达创始人兼首席执行官黄仁勋上 周五在参观台积电位于亚利桑那州的先进生产工厂时表示，此举也迎合了现任美国政府的愿景，即"将 制造业带回美国"。 据报道，台积电亚利桑那州工厂计划量产2纳米、3纳米、4纳米等先进制程芯片，这些芯片被广泛应用 于人工智能、电信等领域。英伟达表示，这些高端产品将成为支撑美国AI产业发展的核心动力。不过 值得一提的是，美国科技媒体"Tom's Hardware"网站注意到，尽管Blackwell芯片已实现美国本土制造， 但要最终完成英伟达B300产品，仍需将这些晶圆运回台积电台湾工厂进行封装。 "美国正在进一步加强其国内半导体供应链。"《日经亚洲评论》《亚洲商业日报》等日韩媒体也对首枚 英伟达与台积电合造的芯片晶圆予以关注，并报道说，美 ...

Um, where are we now. I mean, where are we in in the grand scheme of things. I mean, I would I would posit that maybe it's even more concerning now because back in April, we saw when we were staring into the the worst case situation for tariffs, we knew at least the upside would be talks between the two men.And now we've gotten to that point and then it was taken away. We saw that China is willing to provoke the US um with its leverage. It seems like it's much worse.Well, thanks for having me, Melissa. Grea ...

根据三星电子与美国上届政府达成的最终协议，三星将斥资 370 亿美元在美国建设先进半导体产能，其 中在得州泰勒市将兴建两座 2nm 工艺晶圆厂，有望因此获得 47.45 亿美元的美国联邦层面补贴。三星 泰勒晶圆厂已拿下了特斯拉的大额订单。 三星电子副董事长兼 CEO、设备解决方案部负责人全永铉表示： IT之家 9 月 23 日消息，美国得克萨斯州政府当地时间 17 日宣布，将从 TSIF 得州半导体创新基金中划 拨 2.5 亿美元（IT之家注：现汇率约合 17.79 亿元人民币），支持三星电子在该州泰勒市建设的先进制 程逻辑晶圆厂。 三星过去三十年来一直为以得克萨斯州为家而深感自豪，并对得克萨斯州政府及州长办公室 授予此份意义重大的拨款表示衷心感谢。 这项拨款将确保我们位于泰勒市的半导体制造工厂为全球客户提供最先进的技术，并持续强 化美国的芯片供应链。我们对此机遇感到振奋，并期待继续深化双方的合作关系。 ...

Core Viewpoint - Apple is leading the establishment of an end-to-end silicon supply chain in the U.S., aiming to produce over 19 billion chips for its products by 2025 through partnerships with key suppliers in every stage of silicon production [1][2]. Group 1: Partnerships and Collaborations - Apple is collaborating with GlobalWafers America to produce advanced wafers for semiconductor manufacturing in the U.S., utilizing silicon sourced from Corning's Hemlock Semiconductor [1]. - The company is working with Texas Instruments to enhance chip production capacity in the U.S. and is expanding its partnership to support new manufacturing facilities [2]. - Apple has reached an agreement with GlobalFoundries to bring more semiconductor manufacturing to the U.S., focusing on advanced wireless technology and power management [3]. Group 2: Manufacturing Facilities and Innovations - Apple is investing in a new advanced chip packaging and testing facility in Arizona, which will significantly enhance the U.S. semiconductor supply chain [3]. - The company is collaborating with Samsung in Austin to introduce innovative chip manufacturing technology that optimizes power and performance for its products [2]. Group 3: Additional Developments - Apple is partnering with Broadcom and GlobalFoundries to develop and produce additional cellular semiconductor components critical for G communication in its products [4].

Core Viewpoint - India is set to launch its first domestically produced semiconductor chip by mid-2025, marking a significant milestone in its semiconductor manufacturing journey, despite the technology being based on 28nm and 90nm nodes, which are considered outdated compared to global standards [1][2][5]. Group 1: Semiconductor Production - The Indian government has confirmed that chips based on 28nm and 90nm technology will begin production this year, representing a leap for the country, which has historically struggled with chip manufacturing [1][2]. - The introduction of these chips is not just about technology but also about establishing credibility in the semiconductor industry, as India transitions from merely outsourcing to actual production [1][3]. Group 2: Market Context - The 28nm process node is still widely used in various electronic products, including automotive and industrial applications, indicating that India's entry into this market is strategically important for diversifying supply chains away from China and Taiwan [2][3]. - The global semiconductor landscape is competitive, with significant investments from the U.S. and the EU, highlighting the urgency for India to establish its presence in this critical sector [3][4]. Group 3: Strategic Implications - The production of these chips signifies a shift towards digital independence for India, as it moves from reliance on imports to developing its own semiconductor capabilities [4][5]. - This initiative is not merely symbolic; it represents a functional turning point for India, as it builds the necessary infrastructure and talent to support semiconductor manufacturing [3][5].

Group 1 - The annual Computex 2025 computer exhibition will take place in Taipei from May 20 to 23, with NVIDIA CEO Jensen Huang scheduled to deliver a keynote speech focusing on the latest artificial intelligence technologies [1][3] - Huang's personal wealth has reached approximately $120 billion, ranking him 11th on the Forbes global billionaire list, driven by the rise in NVIDIA's stock price [1] - The event marks the first major tech gathering in Asia since the announcement of new U.S. tariff policies, raising concerns about potential impacts on the global computer and chip industry [3] Group 2 - Analysts expect localization partnerships to be a key theme at this year's Computex, as NVIDIA heavily relies on Taiwan's chip manufacturing ecosystem [3] - Huang emphasized the importance of local manufacturing to adapt to current policy changes, stating that NVIDIA's supply chain spans multiple countries, including China, Mexico, and Vietnam [3] - TSMC, a major client of NVIDIA, faces pressure from U.S. President Trump regarding the establishment of manufacturing facilities in the U.S. to avoid high tariffs [3] Group 3 - TSMC recently announced its latest A14 chip manufacturing process, expected to be operational by 2028, which will enhance the performance of AI chips to meet the design needs of companies like NVIDIA [3] - Other notable executives attending the event include Qualcomm's CEO Cristiano Amon and Intel's newly appointed CEO Pat Gelsinger, who will not deliver a keynote but will hold private dinners with Taiwanese partners [3]