Nvidia H200 Chip Demand from China Could Strain Supply as TSMC Eyes 2026 Ramp-Up

Chinese tech giants have ordered over 2 million Nvidia H200 chips, but Nvidia holds only 700,000 units now. Production ramp-up at TSMC starts Q2 2026 amid supply strains and pending Beijing approval, balancing global AI demand. Over 2 million H200 chips ordered by Chinese firms from Nvidia. Nvidia's current stock: 700,000 units, including 100,000 GH200 [...]