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Market Chatter: Taiwan Semiconductor in Talks With Nvidia to Produce Blackwell AI Chips in Arizona
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Market Chatter: Taiwan Semiconductor in Talks With Nvidia to Produce Blackwell AI Chips in Arizona
Dec 5, 2024 4:12 AM

06:32 AM EST, 12/05/2024 (MT Newswires) -- Taiwan Semiconductor Manufacturing ( TSM ) is in talks with Nvidia ( NVDA ) to develop its Blackwell artificial intelligence chips at TSMC's new production facility in Arizona, Reuters reported Thursday, citing three unnamed people familiar with the plan.

TSMC is already planning to start production early in 2025, the report added, citing the sources.

Nvidia's ( NVDA ) Blackwell chips will still be transported to Taiwan for packaging as the Arizona site does not have chip on wafer on substrate capacity, two of the sources told Reuters.

Neither Taiwan Semiconductor nor Nvidia ( NVDA ) immediately responded to MT Newswires' requests for comment.

(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)

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