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It is a few generations behind: Blackwell is still on N4, which is an N5 variant. Meanwhile TSMC has been shipping N3 family processes in large volume products (Apple) for more than 2 years already, and is starting to ramp the next major node family (N2) for Apple et al. next year.

NVIDIA has often lagged on process, since they drive such large dies, but having the first major project demo wafer on N4 now is literally 2 generations behind Taiwan.


It's a couple process generations behind, but Blackwell is literally nvidia's most current generation. They don't ship N3 until the next generation.

When was the last time current gen, competitive GPUs were fabbed outside Asia?

Can't be _that_ long ago; AMD were still using GlobalFoundries (Germany and New York) for most stuff until 2018 or so IIRC.
Forgot about AMD's brief GPU flirtation with glofo. ATI used TSMC. I think it was only Polaris that ever shipped anything from NY. That's admittedly a couple of legendary value cards though.

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