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NVIDIA’s First Made-In-America GB300 GPUs Roll Off TSMC’s Arizona-Based Fab 21, But Still Fly To Taiwan for Packaging

TL;DR AI

Key summary

2 min read
  1. TSMC has started producing some early NVIDIA GB300 AI GPUs at its Arizona Fab 21 using a 4nm process.

  2. The chips still have to be shipped to Taiwan for CoWoS advanced packaging before server assembly.

  3. The move shows progress in U.S.-based AI chip manufacturing, but packaging remains a major bottleneck.

  4. TSMC’s broader U.S. plan includes future advanced packaging capacity and additional leading-edge production.

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