$TSM (+0,43 %) & $NVDA (+2,01 %) IN TALKS FOR BLACKWELL CHIP PRODUCTION AT TSMC ARIZONA PLANT – REUTERS

NVIDIA and TSMC are in discussions to produce NVIDIA's Blackwell AI chips at TSMC's Arizona plant, with preparations underway to begin early next year, according to Reuters. Currently manufactured in Taiwan, Blackwell chips, known for their generative AI capabilities and 30x speed improvements, may transition to the U.S. facility, which is set for volume production in 2025.

However, packaging for the chips will remain in Taiwan due to Arizona's lack of CoWoS capacity, critical for Blackwell chips. The move could expand TSMC’s customer base at the Arizona facility, which already includes Apple and AMD. Neither NVIDIA nor TSMC have commented on the talks.