TAIPEI (TVBS News) — In a landmark move that signals a major shift in artificial intelligence manufacturing, NVIDIA unveiled plans on Tuesday to partner with Taiwan's technology giants to build its first AI supercomputer plant on American soil. The ambitious initiative, involving TSMC (Taiwan Semiconductor Manufacturing Company, 台積電), Foxconn (鴻海), Wistron (緯創), Amkor, and Siliconware Precision Industries, aims to produce AI infrastructure valued at US$500 billion (NT$16.2 trillion) over the next four years.
According to NVIDIA's official blog, production of its cutting-edge Blackwell chip has already begun at TSMC's manufacturing facility in Phoenix, Arizona. The technology giant is simultaneously developing a supercomputer plant in Texas while partnering with Taiwan-based Foxconn and Wistron to establish additional facilities in Houston and Dallas. Company executives anticipate reaching full-scale production capacity within the next 12 to 15 months.
The intricate nature of AI chip and supercomputer supply chains has prompted NVIDIA to forge strategic partnerships with Amkor and Taiwan's Siliconware Precision Industries for sophisticated packaging, assembly, and testing operations in Arizona. "For the first time, the engine of global AI infrastructure is being built in the United States," declared NVIDIA's CEO Jensen Huang (黃仁勳), highlighting how this initiative strengthens America's technological manufacturing prowess.
TSMC, Taiwan's semiconductor manufacturing giant, will hold its closely watched first-quarter earnings call on Thursday. Industry experts anticipate discussions on critical issues including tariff implications, possible collaboration with Intel, and how surging AI demand affects the company's substantial U.S. investments. Financial analysts are particularly focused on TSMC's gross margin metrics as indicators of the company's performance amid these transformative industry developments. ★