Nvidia asks chipmaker TSMC to ramp up H200 production as China demand jumps, sources say

South China Morning Post - Dec 31, 2025

Nvidia is scrambling to meet strong demand for its H200 artificial intelligence chips from Chinese technology companies and has ‌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 ‍Nvidia currently holds just 700,000 units in stock, two of the people said. The exact additional volume Nvidia intends to order from TSMC remains unclear, they...

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