Nvidia will manufacture some of its artificial intelligence chips in the United States for the first time, the company announced on Monday.
The chipmaker, which previously produced most of its chips in Taiwan, plans to invest up to $500 billion worth of AI infrastructure in the U.S. over the next four years. Nvidia will partner with contract manufacturers Taiwan Semiconductor Manufacturing Co., Foxconn, Wistron, Amkor and Silicon Precision Industries to build more than a million square feet of production space, and claims the investment will create hundreds of thousands of jobs.
TSMC has already has begun producing Nvidia’s lauded Blackwell chip at its Arizona factory. Nvidia is partnering with Amkor and SPIL on packaging and testing operations in Arizona. Amkor announced plans in December 2023 to build a $2 billion packaging facility in the state.
Nvidia also is partnering with contract electronics manufacturer Foxconn in Houston and Taiwan-based Wistron in Dallas to build two supercomputer manufacturing plants. Production at both sites is expected to ramp up over the next 12 to 15 months, according to Nvidia.
The chipmaking giant has been teasing additional U.S. investments in recent weeks. Last month, CEO Jensen Huang told the Financial Times that the company planned to invest hundreds of billions of dollars in U.S. manufacturing over the next four years.
"The engines of the world’s AI infrastructure are being built in the United States for the first time,” Huang said in a statement Monday. “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.”
The announcement comes as the Trump administration is pushing hard for companies to increase U.S. manufacturing through its tariff regime.
Electronics makers received some relief on Friday, when President Donald Trump announced tariff exemptions for some electronics products, including smartphones, flat panel display modules and a broader list of electronic integrated circuits. The products will fall under a list of 20 harmonized tariff codes that qualify as "semiconductors."
Electronics manufacturers have made a flurry of investment announcements since Trump took office. TSMC announced plans last month to invest $100 billion in U.S. manufacturing, including building multiple chip factories in Arizona. And Apple, which regularly contracts with Foxconn to produce iPhones and other goods in China, unveiled plans in February to invest $500 billion in U.S. manufacturing.
