Exclusive: Nvidia Sounds Out TSMC on New H200 Chip Order as China Demand Jumps, Sources Say
Chinese firms increased orders for Nvidia’s H200 AI chips from 40,000 to over 2 million after U.S. export rules eased, with shipments planned for late 2026.
7 Articles
7 Articles
Nvidia Races to Meet Chinese AI Chip Demand Amid Regulatory Hurdles
Nvidia is working to fulfill China's substantial demand for H200 AI chips by collaborating with TSMC to boost production. This move comes amidst ongoing regulatory uncertainties and concerns about global supply constraints. The chips, crucial to Chinese tech firms, face potential export hurdles due to geopolitical tensions.
Nvidia DMs TSMC: please sir can I have some more? The Chinese are starved for H200s
GPUzilla has reportedly received orders for more than two million units With the sales ban lifted, Chinese tech giants, including ByteDance, are scrambling to secure orders for Nvidia's H200 graphics accelerators while they can. But will there be enough to satisfy demand? . . .
NVIDIA Needs a Supply Chain 'Miracle' From TSMC as China's H200 AI Chip Orders Overwhelm Supply, Triggering a Bottleneck
NVIDIA is reportedly facing gigantic demand for its Hopper H200 AI chips from Chinese customers, and the firm is now prompting TSMC to take 'desperate' supply chain measures. NVIDIA Now Sees Demand For H200 AI Chips That Is 2x Higher Than Its Current Inventory We have reported in the past on how newer solutions introduced in China by NVIDIA/AMD are garnering massive attention within Chinese hyperscalers, mainly because the region is in desperate…
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