About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

Core Insights - Nvidia has launched the first U.S.-made Blackwell wafer, essential for AI chips, at TSMC's facility in Phoenix, Arizona [1][2] - The introduction of the Blackwell wafer is a strategic response to the increasing demand for AI chips, with the wafer being a foundational component for semiconductors [2] - TSMC's Arizona facility will produce advanced technologies, including chips with sizes of two, three, and four nanometers, which are critical for AI and high-performance computing [3] Industry Context - Nvidia's CEO, Jensen Huang, described the launch as a "historic moment," marking a significant milestone in U.S. semiconductor manufacturing [3] - The initiative aligns with the vision of reindustrialization in the U.S., aiming to bring manufacturing jobs back to America [4] - Despite the progress, the U.S.-made Blackwell wafer will still require advanced packaging in Taiwan, indicating that full domestic production is not expected for another two years [5] Competitive Landscape - The announcement follows Taiwan's rejection of a proposal for a 50-50 split in semiconductor production between the U.S. and Taiwan, highlighting ongoing structural challenges in the U.S. chip ecosystem [6] - Additionally, Apple has secured a significant portion of TSMC's 2nm chip production capacity, creating a competitive advantage while mitigating risks associated with potential tariffs [7] - Year-to-date, Nvidia and TSMC's shares have seen substantial increases of 32.47% and 46.38%, respectively, reflecting positive market sentiment [7]