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 scope and scale
The U.S. tech giants, Nvidia and Intel, are touting their efforts to build an entirely domestic AI chip supply chain, emphasizing production within the country. However, despite their claims, crucial steps in the manufacturing process for their most advanced chips, like the Blackwell series, are still outsourced to Taiwan for packaging. This offshore reliance highlights a gap that could impact the nation's ability to fully control and innovate its semiconductor industry. While the push for local production is a significant step, the lingering dependence on foreign packaging could delay full self-sufficiency until at least 2028.
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