This cluster focuses on the collaboration between TSMC and NVIDIA to establish AI chip production in Arizona. The initial reports suggest a significant investment and potential for increased AI chip manufacturing capacity in the US. The arrangement includes chip production in Arizona, but packaging would take place back in Taiwan due to limited infrastructure in Arizona.
The United States has imposed a ban on Taiwan Semiconductor Manufacturing Company (TSMC) exporting certain advanced chips to China. This restriction, aimed at curtailing China’s access to technology essential for AI development, applies to TSMC’s most sophisticated chip designs, particularly those used in AI and graphics processing. This move reflects increasing geopolitical tensions surrounding the development of advanced technologies and their potential impact on global power dynamics.