From EETimes: Nvidia and AMD this week said they are starting production at TSMC’s new chip facility in Arizona just as U.S. President Donald Trump has vowed to levy tariffs on semiconductors a few days from now. The two events are not a coincidence, analysts told EE Times.
“Essentially, AMD and Nvidia are managing tariff uncertainty by moving production into the U.S.,” TechInsights vice chair Dan Hutcheson told EE Times. “This directly improves earnings stability, because the risk of tariff-induced cost variance is removed by producing in the U.S.”
On April 14, Nvidia said its Blackwell AI chips entered production at TSMC’s fab in Phoenix, Arizona.
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