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re: Nvidia and TSMC unveil first Blackwell chip wafer made in U.S.

Posted on 10/20/25 at 9:08 am to
Posted by BurlesonCountyAg
Member since Jan 2014
4533 posts
Posted on 10/20/25 at 9:08 am to
quote:

To highlight the retardation of the OP and others, this plant was proposed in 2020, due to chip shortages and supply chain issues caused by your own governments and built after we gave them billions of dollars no strings attached.


Roger is so smart. He knows everything. Especially about chip manufacturing.
Posted by stout
Porte du Lafitte
Member since Sep 2006
179745 posts
Posted on 10/20/25 at 9:09 am to
quote:

You can post whatever you want.


The NVIDIA CEO in his own words clearly outlined why they onshored production. It's not just me saying it.

They are not a manufacturer and prior to tariffs, had zero reason to use that plant for manufacturing.

It's not hard to understand. I am not saying the subsidies aren't responsible for the plant, what I am saying, as backed up by the NVIDIA CEO is that tariffs are the reason they are utilizing that plant.

You are being purposley obtuse if you can't grasp this.
This post was edited on 10/20/25 at 9:12 am
Posted by RogerTheShrubber
Juneau, AK
Member since Jan 2009
297825 posts
Posted on 10/20/25 at 9:09 am to
quote:


Roger is so smart. He knows everything. Especially about chip manufacturing.


15 minutes of reading, if you were literate, and you too would know the truth.
Posted by Powerman
Member since Jan 2004
170785 posts
Posted on 10/20/25 at 9:10 am to
quote:


You are being purposley obtuse if you can't grasp this.

I'm merely saying it has nothing to do with the latest round of 2025 tariffs

That's the most obvious shite of all time
Posted by stout
Porte du Lafitte
Member since Sep 2006
179745 posts
Posted on 10/20/25 at 9:11 am to
quote:

I'm merely saying it has nothing to do with the latest round of 2025 tariffs


So Jensen Huang is lying?

Posted by GRTiger
On a roof eating alligator pie
Member since Dec 2008
69161 posts
Posted on 10/20/25 at 9:11 am to
The Biden administration raised tariffs on Chinese semiconductors to 50% in 2024 (effective 2025), building on Trump's framework. In Trump's second term, he has proposed 100% tariffs on foreign chips to boost U.S. manufacturing, exempting domestic producers.
Posted by RogerTheShrubber
Juneau, AK
Member since Jan 2009
297825 posts
Posted on 10/20/25 at 9:13 am to
quote:

NVIDIA CEO is that tariffs are the reason they are utilizing that plant.


Sure, but the plant and jobs were already there.

NVIDIA is buying the chips, not mfg them.

Of course tariffs will play a part in their purchases, the govt is rigging the game for them.

But this plant has zero to do with current tariffs. We're subsidizing billionaires just like they feared.

Posted by stout
Porte du Lafitte
Member since Sep 2006
179745 posts
Posted on 10/20/25 at 9:13 am to
quote:

Of course tariffs will play a part in their purchases,


Oh so the OP is correct

Thanks for finally admitting it


ETA

[embed]NVIDIA is buying the chips, not mfg them.[/embed]


It's NVIDIA's design. Not TSMCs.
This post was edited on 10/20/25 at 9:15 am
Posted by Penrod
Member since Jan 2011
52552 posts
Posted on 10/20/25 at 9:14 am to
quote:

Caused by our own country and other governments overreaction to Covid.

At the time, we werent getting chips because of shutdowns. Our own country included. Thats when the move to produce chips occurred.

Its not a life or death situation if our own government felt we could close the economy and pay people not to work.

Covid exposed the problem to everyone but Trump, who already understood it. Covid showed what would happen when China cut us off as an act of war. We have no military plan to contain a China at war, that includes keeping them from taking Taiwan.
Posted by RogerTheShrubber
Juneau, AK
Member since Jan 2009
297825 posts
Posted on 10/20/25 at 9:15 am to
quote:



Oh so the OP is correct


No, the plant was announced long before current tariffs.

Posted by RohanGonzales
Member since Apr 2024
8402 posts
Posted on 10/20/25 at 9:15 am to
quote:

RogerTheShrubber


You should post 15 or 20 more times.
Posted by RogerTheShrubber
Juneau, AK
Member since Jan 2009
297825 posts
Posted on 10/20/25 at 9:16 am to
quote:

Trump, who already understood it.


C'mon man. this is a huge blind spot for you. You know better.

Trump got taken to the woodshed during Covid.
Posted by Powerman
Member since Jan 2004
170785 posts
Posted on 10/20/25 at 9:16 am to
quote:


So Jensen Huang is lying?

Not necessarily. But this particular plant was planned in 2020. I don't know how difficult it is to wrap your head around 2020 becoming before 2025 but here we are.
Posted by stout
Porte du Lafitte
Member since Sep 2006
179745 posts
Posted on 10/20/25 at 9:19 am to
quote:

No, the plant was announced long before current tariffs.


Holy hell...

Jensen Huang has zero to do with the plant other than utilizing it for manufacturing. He clearly says NVIDIA choosing to use that plant and onshore production is a result of the tariffs

You just admitted the tarrifs drove them to "buy" the chips from TSMC. Buy is the wrong word as they merely contracted out manufacturing of their own design but that's sementics.

It's OK sometimes to admit you were wrong. It can be a growing experience, actually. You should try it.
Posted by RogerTheShrubber
Juneau, AK
Member since Jan 2009
297825 posts
Posted on 10/20/25 at 9:19 am to
quote:



Jensen Huang has zero to do with the plant other than utilizing it for manufacturing.


When was the plant announced?

Posted by Jack Daniel
Gold member
Member since Feb 2013
28789 posts
Posted on 10/20/25 at 9:20 am to
It’s down from 12% under your president Biden
Posted by stout
Porte du Lafitte
Member since Sep 2006
179745 posts
Posted on 10/20/25 at 9:21 am to
quote:

I don't know how difficult it is to wrap your head around 2020 becoming before 2025 but here we are.


No I understand why the plant was built. That is only one peice of the puzzle.

You think just because the plant was built that somehow that autmotically meant NVIDIA had to use it? They didn't.

Jensen Huang is flat out saying the tarrifs were a huge driving force to onshore manufacturing to that plant.

What can't you and Roger grasp about that?
Posted by Powerman
Member since Jan 2004
170785 posts
Posted on 10/20/25 at 9:21 am to
quote:

Jensen Huang has zero to do with the plant other than utilizing it for manufacturing.

So why are you taking his word as the ultimate authority on why it was built here?
Posted by RogerTheShrubber
Juneau, AK
Member since Jan 2009
297825 posts
Posted on 10/20/25 at 9:23 am to
quote:

It’s down from 12% under your president Biden


I'm not a socialist, like MAGA

It was down to 3% under Biden before he left.


Jan 1, 2025 3.00%

Now, we are again pushing 3% because in part, tariffs.

Aug 1, 2025 2.92%
Posted by stout
Porte du Lafitte
Member since Sep 2006
179745 posts
Posted on 10/20/25 at 9:24 am to
quote:

When was the plant announced?



Why does that matter on the OP? There was no binding agreement when the plant was announced, or finished, that NVIDIA would ever utilize the plant to build chips. Absolutley nothing from them at all.

Let AI sum it up for you and Powerman

quote:

TSMC’s U.S. fabs — most notably the one in Arizona — were largely incentivized by the U.S. government through the CHIPS Act and state-level subsidies. Multiple major customers, including Nvidia, AMD, and Apple, were named as expected or potential buyers of chips produced there — but none of them made binding promises to manufacture or source chips from that facility.

So to answer your question directly:

No — Nvidia did not make a formal promise to manufacture chips at TSMC’s U.S. plant when it was built.

What did happen:

U.S. officials and TSMC executives publicly suggested that Nvidia would likely be a customer of the Arizona fab, given that Nvidia already relies heavily on TSMC for advanced nodes.

Jensen Huang (Nvidia’s CEO) has made supportive statements about U.S. manufacturing in general — but also warned repeatedly that U.S.-made chips would be more expensive, and that Nvidia would only use U.S.-based fabs if they remained cost-competitive.

Nvidia has not signed any exclusive or committed production agreement tied to that plant.

If you’re exploring whether Nvidia’s recent U.S. manufacturing announcements are due to tariffs vs. the CHIPS Act, the lack of early commitment to TSMC Arizona actually supports the idea that tariffs and geopolitical pressure may now be forcing their hand more than earlier subsidy-based incentives.
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