TSMC in Talks To Produce Blackwell AI Chip for Nvidia in Arizona, Report Says
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Taiwan Semiconductor Manufacturing Co. (TSMC) is reportedly in discussions with Nvidia to produce Nvidia's Blackwell AI chips at TSMC's new plant in Arizona.
December 05, 2024 | 12:00 pm
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POSITIVE IMPACT
Nvidia is in talks with TSMC to have its Blackwell AI chips produced in Arizona, which could ensure a stable supply chain and strengthen its product offerings.
By partnering with TSMC for chip production in the US, Nvidia could secure a more stable supply chain for its AI chips, which is crucial for maintaining its competitive edge.
CONFIDENCE 85
IMPORTANCE 65
RELEVANCE 70
POSITIVE IMPACT
TSMC is in talks with Nvidia to produce Blackwell AI chips at its new Arizona plant, potentially boosting its role in the AI chip market.
The potential partnership with Nvidia to produce AI chips in the US could enhance TSMC's market position and operational footprint in the AI sector, likely leading to positive investor sentiment.
CONFIDENCE 90
IMPORTANCE 70
RELEVANCE 80