Nvidia Prepares To Ship H200 AI Chips To China By Mid-February [zero hedge]
Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
Last taiwan semiconductor manufacturing company ltd. earnings: 4/17 04:00 pm
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US:NYSE Investor Relations:
tsmc.com/english/investorrelations/index.htm
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Source: zero hedge
Nvidia Prepares To Ship H200 AI Chips To China By Mid-February Nvidia shares rose slightly in premarket trading in New York after Reuters reported that the US chipmaker has informed customers it plans to ship its second-most powerful AI chip, the H200, to China before the Lunar New Year in mid-February. Sources familiar with the shipment say Nvidia plans to deliver about 5,000 to 10,000 chip modules, equivalent to 40,000 to 80,000 H200 AI chips, to China in the coming months. Those same sources noted that the chipmaker plans to expand H200 production capacity in the new year, with orders for that capacity scheduled to open in the second quarter of 2026. Designed by Nvidia, the H200 AI chips are manufactured by Taiwan Semiconductor Manufacturing Company using its advanced 4-nanometer process. This is the same foundry that manufactures most of Nvidia's Hopper-generation GPUs. Major Chinese tech firms, including Alibaba Group and ByteDance, are interested in the H200s for training large
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TSM
Earnings
- 10/17/25 - Beat
TSM
Sec Filings
- 12/19/25 - Form 6-K
- 12/10/25 - Form 6-K
- 11/26/25 - Form 6-K
- TSM's page on the SEC website