Reuters reports that Nvidia has approached its contract manufacturer, Taiwan Semiconductor Manufacturing Co (TSMC), to significantly increase production of the H200 chips. According to sources familiar with the matter, Chinese tech giants have driven the surge in demand, viewing the H200 as a substantial upgrade over currently available chips.
The exact additional volume Nvidia intends to order from TSMC remains undisclosed. However, a source has indicated that Nvidia has requested TSMC to begin production of the extra chips, with work expected to commence in the second quarter of 2026. This development raises concerns about potential further…
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