Nvidia Sounds Out TSMC on H200 Chip Orders as China Demand Jumps

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, Reuters reported the development.

The exact additional volume Nvidia intends to order from TSMC remains unclear. (Photo: Nvidia)

Chinese technology companies have placed orders for more than 2 million H200 chips for delivery in 2026, while Nvidia currently holds just 700,000 units in stock, two of the sources said.

The exact additional volume Nvidia intends to order from TSMC remains unclear.

Chinese technology companies have placed orders for more than 2 million H200 chips for delivery in 2026, while Nvidia currently holds just 700,000 units in stock, two of the sources said.

The exact additional volume Nvidia intends to order from TSMC remains unclear.

A third source said Nvidia has asked TSMC to begin production of the additional chips, with work expected to start in the second quarter of 2026.

The moves raise concerns about further tightening of global AI chip supplies, as Nvidia must now strike a balance between meeting robust Chinese demand and addressing constrained supplies elsewhere.

They could also heighten risks for Nvidia, as Beijing has yet to greenlight any shipments of H200 chips. The administration of US President Donald Trump only recently allowed exports of the H200 to China.