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Nvidia Produces First U.S.-Made GB300 Chips at TSMC Arizona Plant

aiai-infrastructureai-compute-chips 4 posts · 4 accounts

Nvidia produced its first U.S.-made GB300 artificial intelligence chips at TSMC’s Arizona facility, with the 4nm processors rolling off the production line.

CoWoS advanced packaging will serve as the final step to fully localize the chip platform domestically, following a recently reported $1.5 billion deal with Amkor to expand testing capacity in the state.

From the sources (4 posts)

@beth_kindig

Nvidia signed a multi-year deal with Amkor worth $1.5 billion to expand advanced chip packaging and test capacity in the US, with Nvidia making a prepayment to support the expansion. $NVDA $AMKR $TSM

@basemetal_

Nvidia signed a $1.5B deal with Amkor for advanced chip packaging at its Arizona facility — confirming packaging capacity, not wafer supply, is GPU's real bottleneck. OSAT players are now a critical leverage point in the AI supply chain. ht

@dnystedt

Nvidia’s first 'Made in USA' GB300 AI chips have rolled off the line at TSMC Arizona, media report, noting CoWoS advanced packaging will be the final step to fully localizing the GB300. The 4nm chip is also known as Grace Blackwell Ultra. $

@stocksavvyshay

$NVDA first U.S.-made GB300 AI chips roll off the production line at $TSM Arizona fab. CoWoS advanced packaging is expected to be the final step toward fully domestic production of the Grace Blackwell Ultra platform.

Preview built on a synthetic news corpus (16 weeks, Apr–Jul 2026). Impact calls are model reads, not price data.

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