[新聞] 輝達TSMC發表首批美國本土Blackwell晶圓

原文標題： Nvidia and TSMC to unveil first domestic wafer for Blackwell chips, Axios reports 原文連結：https://tinyurl.com/mpjtj86j 發布時間：Sat 18 October 2025 at 5:00 am GMT+8 記者署名：Luke Juricic 原文內容： Nvidia Corporation (NASDAQ: NVDA) and Taiwan Semiconductor Manufacturing (NYSE: TSM) are set to unveil their first U.S.-produced semiconductor wafer for Blackwell AI chips on Friday, Axios reports, signaling a key step in reshoring advanced chip production. 根據《Axios》報導，輝達（Nvidia，NASDAQ: NVDA）與台灣積體電路製造公司（TSMC， NYSE: TSM）預計於週五發表第一批在美國本土製造的 Blackwell AI 晶片晶圓，象徵美 國高階晶片生產回流的一個重要里程碑。 The milestone was disclosed to Axios by Nvidia, whose CEO, Jensen Huang, visited TSMC’s Phoenix facility to mark the announcement. 這項消息由輝達向《Axios》透露，該公司執行長黃仁勳已親自造訪台積電位於亞利桑那 州鳳凰城的廠區，以紀念這項宣佈。 "Nvidia and TSMC are working together to build the infrastructure that powers the world’s AI factories, right here in America," Nvidia stated in a blog post. 輝達在官方部落格中表示：「輝達與台積電正攜手在美國本土建立支撐全球 AI 工廠的基 礎設施。」 In a joint statement made to Axios, the companies highlighted that "TSMC Arizona is expected to create thousands of high-tech jobs and attract a broad ecosystem of suppliers." 兩家公司在致《Axios》的聯合聲明中強調：「台積電亞利桑那廠（TSMC Arizona）預期 將創造數千個高科技就業機會，並吸引龐大的供應鏈生態系前往投資。」 The milestone reflects progress in the Trump administration’s push to advance domestic AI technology production and maintain leadership in artificial intelligence development. 這項里程碑顯示了川普政府推動「本土 AI 科技生產」與「維持美國在人工智慧發展領導 地位」的政策進展。 While this wafer production marks a crucial first step in re-establishing critical chip production in the U.S., the country still faces a long path before its chip demand could become independent from overseas factories and companies. 然而，儘管此次晶圓生產標誌著美國重建關鍵晶片製造能力的第一步，但該國要在晶片供 應上真正擺脫對海外工廠與企業的依賴，仍有相當漫長的道路要走。 心得/評論： nVIDIA官方宣傳 https://blogs.nvidia.com/blog/tsmc-blackwell-manufacturing/ https://youtu.be/kMxZguKGeBU?si=wGpYKNJoG-ycRuhG 美國與台積電在亞利桑那生產首批高階晶圓 象徵一個轉折點：美國不再只依賴台灣的晶片 開始「去台化」其供應鏈的關鍵環節