NVIDIA 2025 Annual Report on Form 10-K
NVIDIA reports using TSMC to produce its semiconductor wafers.
- Published
- Not stated
- Retrieved
- 2026-09-08
The semiconductor ecosystem, one documented connection at a time.
Unknown validity is excluded when a validity date is selected. Knowledge time records what VLSI had observed; it is separate from the relationship’s valid time.
4 entities and 3 documented connections shown.
EXPLORING
company · 4 entities · 3 connections · 1 relationship step
Knowledge snapshot: · Relationship dates may differ
Drag the map or use pan buttons to move. Tab to a node or connection and press Enter to inspect its evidence. Arrows follow the actual claim direction.
Relationships may describe different dates. A path does not establish simultaneous activity.
Bounded source-backed collection. Missing or filtered connections do not establish absence. Supported does not mean independently verified.
SUPPORTED records a source-backed assertion. VERIFIED requires an identified human review. This map does not measure supplier concentration or prove that an unrecorded relationship is absent.
THE EVIDENCE
| Subject | Relationship | Object | Status & dates | Evidence |
|---|---|---|---|---|
| NVIDIA | TSMC | SUPPORTEDValidity dates not established | Why are these connected? · 1 source(s)Portfolio-level company claim; it does not identify a product, process, fab, wafer allocation, or duration. NVIDIA 2025 Annual Report on Form 10-KNVIDIA reports using TSMC to produce its semiconductor wafers.
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| NVIDIA Blackwell wafers | TSMC | SUPPORTEDSource-reported snapshot: 2026-08-05 | Why are these connected? · 1 source(s)This is a Blackwell-wafer claim; it must not be generalized to NVIDIA's entire wafer portfolio. NVIDIA and Partners Build in America, for AmericaNVIDIA directly attributes volume Blackwell-wafer manufacturing at the named TSMC factory to TSMC.
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| NVIDIA Blackwell wafer produced in the U.S. (2025 milestone) | TSMC | SUPPORTEDSource-reported snapshot: 2025-10-17 | Why are these connected? · 1 source(s)This establishes the documented U.S. Blackwell-wafer milestone, not every Blackwell wafer or SKU. The Engines of American-Made Intelligence: NVIDIA and TSMC Celebrate First NVIDIA Blackwell Wafer Produced in the USNVIDIA reports the first NVIDIA Blackwell wafer was produced on U.S. soil at TSMC's Phoenix manufacturing facility.
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TRACE A CONNECTION
Find paths from TSMC. Each step retains its own claim and evidence; a path does not establish a new supply relationship.