Nvidia Turns to TSMC for More H200 Chips as Chinese Demand Surges

TaiwanPlus News

Nvidia is seeking to boost production of its H200 AI chips at TSMC to meet surging demand from Chinese tech companies. While additional production is expected to begin in the second quarter of 2026, shipments face regulatory uncertainty as Beijing has not yet approved imports of the chips.

Transcript

00:00Reuters has reported that NVIDIA is asking TSMC to increase production of its H200 AI chips

00:07as demand from Chinese tech firms surges.

00:11Chinese companies have ordered 2 million of the advanced chips, far exceeding NVIDIA's stock of 700,000.

00:18Additional production at TSMC is set to begin in the second quarter of 2026.

00:24It comes after the US Trump administration allowed exports of the H200s to China in December.

00:31But their shipment is not certain, as Beijing has yet to give the green light.

Category

Transcript

Be the first to comment

Recommended