In the next four years, Nvidia announced that it will spend hundreds of billions of dollars on US -based semiconductor production. Jensen Huang, CEO of the company, said in a statement at the GTC 2025 event that they are determined to shift production processes to the United States. This move is considered as a critical strategy to avoid possible tariffs that come up under the Trump administration and not to be affected by the geopolitical uncertainties in Taiwan.

Nvidia chips started to be produced in the USA

Huang confirmed that Nvidia has started production at the Fab 21 facilities in Arizona of TSMC. “We are currently producing silicone in Arizona,” Reuters said. This shows that the company does not only produce tests or prototypes, and that it really starts production of chip. However, no details have been shared about the amount of chips produced here and which models were produced. Nvidia said Blackwell systems are also produced in the USA.

Giant spending 500 billion dollars

“In general, we will supply a total of half a trillion dollars worth of electronic products worth a total of half a trillion dollars worth of electronic products for the next four years. And I think we’ll see a few hundred billion in the United States,” Jensen Huang said.

In addition to GPUs, Nvidia designs CPU, DPU, Nvlink switches, network chips and system chips for the automotive industry (SOC). Although most production takes place in TSMC, Nvidia also supplies components from different suppliers. At this point, we will see that Nvidia’s local supply chain expanded with the introduction of new semiconductor production facilities in the USA.

All companies producing memory (Micron, SK Hynix) and other components (analog Devices, Globalfoundies, Texas Instruments) are building new production capacity in the USA. Micron’s factory will be operational in 2027, SK Hynix is ​​expected to follow it in 2028 and TI’s SM1 factory is expected to operate in 2025. In the light of these developments, Nvidia is expected to turn more to US -based suppliers in the coming years. AMD and Intel processors to be used on the company’s X86 -based servers can also be produced in TSMC or Intel facilities in Arizona.