By Reuters
Publication Date: 2025-12-31 07:44:00
Chinese technology companies have placed orders for more than 2 million H200 chips for 2026, while Nvidia currently holds just 700,000 units in stock, two of the people said.
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The exact additional volume Nvidia intends to order from TSMC remains unclear, they said. A third source said Nvidia has asked TSMC to begin production of the additional chips, and work is expected to start in the second quarter of 2026.
The moves raise concerns over whether there could be further tightening in global AI chip supplies as Nvidia now has to strike the right balance between meeting robust Chinese demand and addressing constrained supplies elsewhere.
They could also intensify risks for Nvidia, as Beijing has yet to greenlight any shipments of H200 chips. The administration of U.S. President Donald Trump only recently allowed exports of the H200 to China.
The talks between Nvidia and TSMC and details of the Chinese demand have not been reported before. The pricing has also not been…