Nvidia Seeks to Boost H200 Chip Production Amid High Demand from China
Nvidia has approached TSMC to increase production of H200 AI chips to meet orders from Chinese tech firms. Despite US approval, Chinese government consent is pending.
洞察:
Nvidia Corporation is looking to significantly ramp up its production of H200 artificial intelligence chips in response to surging demand from Chinese technology companies. The company has approached Taiwan Semiconductor Manufacturing Company to boost production capabilities to fulfill orders exceeding 2 million units by 2026. Currently, Nvidia holds an inventory of only 700,000 units, which includes approximately 100,000 GH200 Grace Hopper superchips.
The demand from China, spearheaded by major internet companies like ByteDance , highlights the growing appetite for advanced AI technology. ByteDance alone plans to invest about 100 billion yuan in Nvidia chips in 2026, a significant increase from the 85 billion yuan projected for 2025, contingent on Chinese government approval for H200 chip imports. This approval remains pending, despite the recent go-ahead from the Trump administration in the US 
USto export the chips.
USto export the chips.
