AMD confirms US-based manufacturing, just like Nvidia, for most advanced node to date
As trade tariffs cause widespread concern amongst electronics manufacturers and retailers, AMD and Nvidia have both made deals with manufacturers based in the USA in a bid to have chips that circumvent tariffs whilst taking advantage of new technology.
As posted on the official Nvidia blog, Team Green has commissioned more than a million square feet in Arizona and Texas of space to build a new plant to test Blackwell chips and supercomputer technology.
AMD, meanwhile, has announced a new partnership with silicon maker TSMC to produce a new EPYC processor codenamed ‘Venice’ using TSMC's N2 process, and it is the first N2 HPC product. The official AMD Twitter/X account has this to say on the announcement: “We’re proud to be a lead HPC customer at TSMC Arizona Fab 21, underscoring our commitment to U.S. manufacturing.”
Nvidia is planning to produce up to half a trillion dollars of hardware intended for AI infrastructure in the US by partnering with manufacturing firms such as TSMC, Foxconn, Wistron, Amkor, and SPIL. The company says that these new ‘gigawatt AI factories' are expected to create hundreds of thousands of new jobs.
Jensen Huang, Nvidia CEO, had this to say: “The engines of the world's AI infrastructure are being built in the United States for the first time,” said Jensen Huang, founder and CEO of NVIDIA. “Adding American manufacturing helps us better meet the incredible and growing demand for AI chips and supercomputers, strengthens our supply chain, and boosts our resiliency.”
This will not immediately relieve tariff issues, as mass production at the new Nvidia-sponsored plants is expected to ramp up over the next 12 to 15 months. The pipeline for manufacturing silicon chips is complex, and even if these factories get up and running quickly, tariffs will still loom over the tech industry for some time yet.
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