Tariffs at work: NVIDIA to Manufacture American-Made AI Supercomputers in US for First Time

NVDA was already manufacturing their chips here. This isn't onshoring anything

 

in Chandler, AZ, a suburb of Phoenix

 

I agree, we should be giving props to both presidents.

Shout out, Joe

 

You guys do remember the HUUUUUGGGEE Foxxcon win that Trump touted in his first term right???

https://www.npr.org/2025/04/12/nx-s...-about-the-future-of-manufacturing-in-the-u-s

This is why I'll believe it when I see it when it comes to tariffs leading to actual manufacturing jobs. In this case Foxxcon had all the money in the world in taxbreaks given to them to incentive the investment. Yet it only led to a few million dollars in tax breaks given out of like 3 billion available simply because the market fluxuated in their space as it does in many industries, and in the end.... it's just more expensive to make sh$t in the United States.

What Trump wants here is a reality TV show win, and a kiss the ring moment. If he cared about actual results he would have followed through to make sure the Foxxcon deal actually came to fruition. He did not.... he only cared about that news cycle, and not the actual job he praises himself for doing when he doesn't.

 

And MAGA falls for it every time, hook, line and sinker.

 

@Salvy
@pgabriel

Houston beating Golden State
Already
#rockets
#nvidia
#elon

 

@strosb4bros weird hoW MAGATs dont talk about the loss of manufacturing cuz of his tariffs

 

Thanks Elon!

 

My dude the CEO of TSMC is on record stating if he hadn't gotten the CHIPS subsidies he would've built the plant in SE Asia. Why do you have to lie and gas light others so much? I'm not a brainwashed cultist. You cant lie to me

 

This will be the struggle at the forefront once the spend happy public realize world beating corporate profits werent reinvested in the past 3 decades into the US but rather into the pockets of C-level and wall street financiers/parasites. Oh right, the narrative will be that Jina stole nana's 401k without mentioning the fund mgr's incredibly gross mgmt fees that impair compounding her final fund value. Takes a lot of skill dumping money from an account number into a passive etf. And they're the lucky ones.

It's easy to blame China for 100B trade imbalances, yet they didnt really make that much back in profit margins. Most of that money was recylced into making bigger or more competitive factories while our companies took a hefty cut for their "value add" Branding. It was the "efficiencies" of cheap labor that made it all happen. They worked at least twice as hard as our workers at one third the salary or much much less, and the only observation we tell our kids from that was to work smarter not harder.

It's incredible how savvy Americans have become with looking at their stocks and even doing investment analysis yet only see the final end product of their portion. It's like we were trained to never look at how the sausage was made and sausages might very well grow on trees.

 

Difference being that the CHIPS/IRA both have strict content requirements that state if any corporation wants the subsidies they have to assemble and source the content in America. This is why we have over 300 new battery plants opening up in America.

The MAGA @El_Conquistador @strosb4bros and even you to an extent don't understand businesses need stable policy to make business decisions. Nobody knows what Trumps tariff policy is going to be tomorrow. Hes unhinged

If you want to onshore high end manufacturing you have to pass legislation and give the business community stable policy

 

Your ideas and factoids are terribly misleading. Do you still think Peter Zeihan was right about China and his other claims? I wasn't a full booster like you, but I admit I was fooled.

It's fine to tout the TSMC fabs in Arizona, but they are not leading edge. I think I told you or someone that years ago when news came out.

It's simply not possible because Taiwan's government forbids it. By the time those plants get N2 in the next few years, Taiwan's fabs will be making A16 and N2P. Have you checked up on your sources, or do you hold the same facts over and over to farm likes from anyone gullible or lazy enough to believe your sales tactics?

https://www.techpowerup.com/328663/...the-us-yet-latest-nodes-must-remain-in-taiwan

TSMC Can't Legally Make 2 nm Chips in the US Yet, Latest Nodes Must Remain in Taiwan

Even with billions of US dollars being invested overseas, TSMC cannot legally manufacture its most advanced nodes outside of Taiwan. According to Taiwan's Minister of Economic Affairs J.W. Kuo, "Since Taiwan has regulations to protect its own technologies, TSMC cannot produce 2-nanometer chips overseas currently." He added, "Although TSMC plans to make 2-nanometer chips [abroad] in the future, its core technology will stay in Taiwan." This provides crucial insight into TSMC's strategic positioning, both in its US expansion plans and in navigating global geopolitical waters, especially with Taiwan being the major hub of silicon innovation. Taiwan's semiconductor industry follows strict regulations regarding overseas production capabilities, requiring companies to maintain their most advanced manufacturing processes within Taiwan.

The company's international expansion strategy includes significant developments in the United States. TSMC's Arizona facilities are central to these plans, with multiple fabs in different stages of development. The initial Arizona facility will begin producing 4 nm chips imminently, while a second facility, scheduled to open in 2028, will manufacture then mature 3 nm and 2 nm chips. A third planned facility aims to produce 2 nm or more sophisticated chips. Meanwhile, Taiwan-based facilities will produce more advanced chips at the same time, with volume production of A-16 chips planned for late 2026, following the rollout of 2 nm chip production in 2025. Furthermore, Taiwan-US semiconductor cooperation will continue regardless of political changes. Taiwan Semiconductor Industry Association (TSIA) Chairman and TSMC
Senior Vice President Cliff Hou noted that historical evidence suggests US electoral outcomes have not significantly impacted this technological partnership, though some adjustments may occur.

This situation raises critical questions about the effectiveness of the CHIPS and Science Act's objectives. Despite TSMC being awarded substantial US government support—including $6.6 billion in direct grants and up to $5 billion in loans for its Phoenix facilities expansion—Taiwan's legal restrictions on exporting leading-edge technology create a significant policy contradiction. The company cannot legally manufacture its most advanced chips on US soil, which could prompt concerns among US policymakers who have committed billions of taxpayer dollars to establish cutting-edge semiconductor manufacturing capabilities domestically. This disconnect between Taiwan's policies and US technological ambitions might lead to broader discussions about the return on investment for American taxpayers. While TSMC's Arizona fabs will indeed bring advanced manufacturing capabilities to US soil, they won't represent the absolute cutting edge of semiconductor technology​

So go ahead and claim any moral victories from those AZ fabs, but we're still paying a hefty premium for it and other CHIPS act companies that are easily worth hundreds of billions in market cap.

I'm not sure why you're lecturing me about biz policy when you're making it look like most of these moves magically happened within 4 years or post-covid. It's myopic to discount the first Trump's sea change against China trade with the Washington consensus that followed it. Trump got businesses to fundamentally shift planning away from China and the USMCA agreement was to facilitate the shift and which Biden happily added onto.

The main reason Trump killed his own deal is more because our own trade definitions of "Made in" and "Assembled in" are screwy. Something Made in Mexico could've been 90% made in China or China could buy plants in Mexico like what BYD was planning and ship their $10,000 electric cars and 20,000 luxury EVs there to drive in here tariff free. Maybe he should've gotten Congress to do something about it rather than making an imperial decree, but that's a different shitshow topic.

Anyhow, you're highjacking my original reply, so I'll leave it at that. If you have unfinished business, start it in the thread you think I made those claims.

 

China Now Faces 245% Trump Tariff

 

Except it’s not a “niche” example. During Trumps first term the Foxxcon deal was touted as the prime example of success with tariffs that Trump is. It is THE example. Not a Niche.

Your last point I disagree with as well. For certain items yes… Americans want quality and will pay for it. Often the case they just want cheap.

The best I can explain to you is guitars. Look at the price difference between a made in America Gibson Les Paul vs a Epiphone Les Paul made in Indonesia. Look at an American Strat vs a made in China or Indonesia Strat. Same guitars… vastly different prices.

Look at professional guitarists. They all play the made in America high end Strats or Les Pauls. American made is better right…. Yes BUT…

Go to a Guitar Center and look at how many made in America guitars there actually are, and look at the vast array of guitars under 1000 bucks that are made in Indonesia or Mexico… damn near all of them, but for a small section in the ohhh and awww area. Then go ask an employee why they have so many cheap guitars and not that many MIA guitars and you’ll get the same answer from anyone…. 95% of their purchase are from hobbyists or for gifts for kids or first timers who can’t afford a 2K Les Paul.

How many made in America guitars can you sell to professional guitarists who actually make their living off of playing guitar vs hobbyists or first timers? It’s business in America and how our consumerism works. Cheap stuff is what the market demands most of the time actually. Especially with Toys or goods that rarely get roughed up and used with a high enough frequency to care about long term durability.

That’s just one example of thousands.

 

more context is needed.

the commitment from NVDA is less than1/2 the size of each of the factory in Az. AAPL's commitment is less than NVDA's

as a point of reference,the 2 factories in Az is ~~~2 to 10 times the size of massive

 

2 days after this article was published, Trump launches probe laying groundwork for tariffs on critical rare earth minerals.

rare earth mineral was a thorn on the US's side, during Trump 1.0; since then wishing that it'd go away has not work.

the dizzying height of stupidity / laziness of Trump 2.0

 

Isn't China banning the export of critical rare earth minerals to the US? Is the tariff on rare earth from other nations?

 

did you even read the article? no where does it say the 2 labs in AZ are not leading age.


so typical of Invisible parroting sources with catchy/ provocative claims, eg

• the Fed's balance sheet, after a historical rise during the pandemic, declining vs the false claim
  • the Fed is wrecking its balance sheet,
• TSMC can't legally make 2 nm chip in the US yet vs the false claim
  • the 2 TSMC factories in Az are not leading edge
    • therefore, the 2 TSMC factories, built during Bidenomics, is not effective
      • yet, no mentioning of the TSMC factory that was started in Trump 1.0