President Trump to Congratulate NVIDIA on Producing the First Blackwell Chip Wafer in the U.S.
In what appears to be a symbolic and strategic moment for American semiconductor manufacturing, President Trump is set to meet with NVIDIA CEO Jensen Huang later this week to congratulate the company on producing the first Blackwell chip wafer on U.S. soil, marking a historic milestone for both NVIDIA and the nation’s advanced manufacturing ambitions. The wafer was reportedly produced at TSMC’s Arizona facility, a major achievement that reinforces ongoing efforts to bring critical chip production back to domestic grounds.
According to Yahoo Finance, the meeting will focus on the “Made in America” milestone, celebrating the successful fabrication of NVIDIA’s Blackwell chip within the United States. The announcement aligns closely with the new U.S.-China trade framework reported by BBC News, which is expected to ease tensions between the two nations after years of escalating trade restrictions and export controls.
President Trump, speaking to business leaders in Tokyo earlier this week, mentioned that his meeting with Huang would take place shortly after NVIDIA’s highly anticipated GTC keynote in Washington, where the CEO is expected to outline major advancements in AI hardware and infrastructure. While the full meeting agenda has not been disclosed, sources suggest that the focus will be on strengthening domestic semiconductor manufacturing and recognizing NVIDIA’s contribution to revitalizing the U.S. tech industry.
The production of the first Blackwell wafer in Arizona represents a significant leap for the U.S. semiconductor ecosystem. It highlights the ongoing collaboration between NVIDIA and TSMC, the world’s largest contract chip manufacturer, as they expand production capabilities beyond Taiwan. Jensen Huang has repeatedly emphasized the need for America to develop “sufficient and sustainable production lines” domestically to ensure supply chain resilience in the face of geopolitical uncertainty.
There are also growing market whispers suggesting that this meeting could open a pathway toward a partial normalization of NVIDIA’s business with China, especially as trade relations appear to improve. While this remains unconfirmed, analysts see the meeting as a potential turning point for NVIDIA, which has faced steep losses in the Chinese market since export restrictions on high-performance AI chips were imposed. Huang previously acknowledged that the company’s market share in China dropped from 95% to 0%, underscoring the severity of the restrictions and the importance of re-establishing balance in trade relations.
For now, the meeting is understood to be centered around celebrating domestic achievements rather than discussing international market recovery. Still, the timing, coinciding with both the new trade framework and NVIDIA’s keynote, suggests broader implications for U.S. technology policy and global semiconductor strategy.
If this meeting signals the beginning of a new phase of cooperation between Washington and major chipmakers, it could mark the start of a more stable era for both U.S. manufacturing and the global AI supply chain.
Do you think NVIDIA’s first U.S.-made Blackwell wafer marks the start of a true manufacturing comeback for America’s semiconductor industry?
