Business · 1h ago
Nvidia and Intel tout US chip production, but Blackwell packaging stays in Taiwan
Nvidia and Intel are promoting their American-made chips as the U.S. boosts domestic semiconductor production. However, key packaging steps for Nvidia's Blackwell chips remain in Taiwan, with no onshore alternative until at least 2028. This highlights ongoing gaps in the U.S. chip supply chain despite recent investments.
Meridian48 take
The headline understates the critical dependency: the most valuable part of AI chip manufacturing still relies on Taiwan, leaving supply chains vulnerable.
Read the full reporting
Nvidia and Intel tout homegrown American chip supply chain prowess as country bolsters local production, but gaps remain — crucial Blackwell packaging steps remain offshore as projects grow in scope and scale →
Tom's Hardware
semiconductor-supply-chainus-manufacturing