Market Chatter: Nvidia Seeks to Boost H200 Chip Output as China Demand Surges

MT Newswires Live12-31 17:18

Nvidia (NVDA) has approached Taiwan Semiconductor Manufacturing (TSM) to meet strong demand for its H200 artificial intelligence chips from Chinese tech companies, Reuters reported Wednesday, citing unnamed sources.

According to the report, the Chinese tech companies placed orders exceeding 2 million units for 2026, while Nvidia currently holds just 700,000 units in stock.

Nvidia plans to price H200 chips, seen as a major upgrade over previously available options, at about $27,000 each for Chinese customers, the report said.

The exact additional volume Nvidia intends to order from Taiwan Semiconductor remains unclear, the sources said, adding that Nvidia has asked the company to begin production of the additional chips, and work is expected to start in Q2 2026.

Nvidia and Taiwan Semiconductor did not immediately respond to MT Newswires' request for comment.

(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap
Leave a comment