{"id":13104,"date":"2025-12-31T09:35:59","date_gmt":"2025-12-31T09:35:59","guid":{"rendered":"https:\/\/jobuzo.com\/en\/nvidia-asks-chipmaker-tsmc-to-ramp-up-h200-production-amid-china-demand-sources\/"},"modified":"2025-12-31T09:35:59","modified_gmt":"2025-12-31T09:35:59","slug":"nvidia-asks-chipmaker-tsmc-to-ramp-up-h200-production-amid-china-demand-sources","status":"publish","type":"post","link":"https:\/\/jobuzo.com\/en\/nvidia-asks-chipmaker-tsmc-to-ramp-up-h200-production-amid-china-demand-sources\/","title":{"rendered":"Nvidia asks chipmaker TSMC to ramp up H200 production amid China demand: sources"},"content":{"rendered":"<div>\n<div><img decoding=\"async\" src=\"https:\/\/cdn.i-scmp.com\/sites\/default\/files\/styles\/og_image_scmp_generic\/public\/d8\/images\/canvas\/2025\/12\/31\/a3a12c44-ff67-4006-948e-9d9725fab4b1_63a01b00.jpg?itok=k6K17W-r&amp;v=1767171807\" class=\"ff-og-image-inserted\"><\/div>\n<div datatype=\"p\" data-qa=\"Component-Component\" class=\"e8zc9q40 css-1xdhyk6 ec74h0k0\" readability=\"9.069387755102\"><span data-qa=\"Component-Text\" class=\"css-0 ef9u0v00\">Nvidia<\/span> is scrambling to meet strong demand for its H200 artificial intelligence chips from Chinese technology companies and has &zwnj;approached contract manufacturer <span data-qa=\"Component-Text\" class=\"css-0 ef9u0v00\">Taiwan Semiconductor Manufacturing Co<\/span> (TSMC) to ramp up production, sources said.<\/div>\n<div datatype=\"p\" data-qa=\"Component-Component\" class=\"e8zc9q40 css-1xdhyk6 ec74h0k0\" readability=\"12.695906432749\">Chinese tech companies have placed orders for more than 2 million <span data-qa=\"Component-Text\" class=\"css-0 ef9u0v00\">H200<\/span> chips for 2026, while &zwj;Nvidia currently holds just 700,000 units in stock, two of the people said.<\/div>\n<p datatype=\"p\" data-qa=\"Component-Component\" class=\"e8zc9q40 css-1c6uqr6 ec74h0k1\">The exact additional volume Nvidia intends to order from TSMC remains unclear, they said. A third source said Nvidia had asked TSMC to begin production of the additional chips, and work is expected to start in the second quarter of 2026.<\/p>\n<div data-qa=\"InlineAdSlot-Container\" class=\"css-zl1inp e11v3ui14\">\n<div class=\"e11v3ui10 e11v3ui13 css-1evd7i0 e1flwkbl0\" data-qa=\"AdSlot-Container\">\n<p>Advertisement<\/p>\n<\/div>\n<\/div>\n<p datatype=\"p\" data-qa=\"Component-Component\" class=\"e8zc9q40 css-1c6uqr6 ec74h0k1\">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 &#8288;Chinese demand and addressing constrained supplies elsewhere.<\/p>\n<div datatype=\"p\" data-qa=\"Component-Component\" class=\"e8zc9q40 css-1xdhyk6 ec74h0k0\" readability=\"10.356097560976\">They could also intensify risks for Nvidia, as Beijing has yet to greenlight any shipments of H200 chips. The administration of US President <span data-qa=\"Component-Text\" class=\"css-0 ef9u0v00\">Donald Trump<\/span> only recently allowed exports of the H200 to China.<\/div>\n<div data-qa=\"InlineAdSlot-Container\" class=\"css-zl1inp e11v3ui14\">\n<div class=\"e11v3ui10 e11v3ui13 css-117a6hs e1flwkbl0\" data-qa=\"AdSlot-Container\">\n<p>Advertisement<\/p>\n<\/div>\n<\/div>\n<p datatype=\"p\" data-qa=\"Component-Component\" class=\"e8zc9q40 css-1c6uqr6 ec74h0k1\">The talks between Nvidia and TSMC, as well as details of the Chinese demand, have not been reported before. The pricing has also not been reported earlier.<\/p>\n<\/div>\n<p><sub>Nvidia asks chipmaker TSMC to ramp up H200 production amid China demand: sources<\/sub><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Nvidia is scrambling to meet strong demand for its H200 artificial intelligence chips from Chinese technology companies and has &zwnj;approached contract manufacturer Taiwan Semiconductor Manufacturing Co (TSMC) to ramp up production, sources said. Chinese tech companies have placed orders for more than 2 million H200 chips for 2026, while &zwj;Nvidia currently holds just 700,000 units&#8230;<\/p>\n<p class=\"more-link-wrap\"><a href=\"https:\/\/jobuzo.com\/en\/nvidia-asks-chipmaker-tsmc-to-ramp-up-h200-production-amid-china-demand-sources\/\" class=\"more-link\">Read More<span class=\"screen-reader-text\"> &ldquo;Nvidia asks chipmaker TSMC to ramp up H200 production amid China demand: sources&rdquo;<\/span> &raquo;<\/a><\/p>\n","protected":false},"author":1,"featured_media":13105,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-13104","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news"],"_links":{"self":[{"href":"https:\/\/jobuzo.com\/en\/wp-json\/wp\/v2\/posts\/13104","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/jobuzo.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/jobuzo.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/jobuzo.com\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/jobuzo.com\/en\/wp-json\/wp\/v2\/comments?post=13104"}],"version-history":[{"count":0,"href":"https:\/\/jobuzo.com\/en\/wp-json\/wp\/v2\/posts\/13104\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/jobuzo.com\/en\/wp-json\/wp\/v2\/media\/13105"}],"wp:attachment":[{"href":"https:\/\/jobuzo.com\/en\/wp-json\/wp\/v2\/media?parent=13104"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/jobuzo.com\/en\/wp-json\/wp\/v2\/categories?post=13104"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/jobuzo.com\/en\/wp-json\/wp\/v2\/tags?post=13104"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}