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Nvidia and Intel tout homegrown American chip supply chain prowess as country bolsters local production, but gaps remain — crucial Blackwell packaging steps remain offshore as projects grow in s
America's AI supply chain now starts and ends in the U.S., while its most valuable middle steps remain entirely offshore until at least 2028.
TSMC commits another $100 billion to Arizona for at least four more 2nm fabs — 2026 capex could hit $64 billion following another record quarterly earnings
TSMC will invest an additional $100 billion in the U.S. to build at least four more chipmaking plants and advanced packaging facilities in Arizona.
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