TSMC Secures 300,000 H20 AI Chip Order As NVIDIA Boosts Supply To China

TSMC is having a fantastic day today, we're certain. The Taiwanese giant responsible for making most of the world's high-end chips just got another order from NVIDIA, this time for wafers for an additional 300,000 (yes, three hundred thousand) for Hopper H20 AI accelerator chips for Chinese customers.

The report comes from Reuters, who quotes various unnamed industry sources for its findings. NVIDIA reportedly already has between 600,000 and 700,000 H20 chips stockpiled, and has elected to order wafers for the additional 300,000 after a recent meeting in Beijing. At the meeting, CEO Jensen Huang stated the volume of H20 orders NVIDIA received would dictate whether production of the chip would restart, in light of the fact that ramping up the supply chain alone is a nine-month undertaking. Considering the company has a gigantic amount of chips on hand and is ordering a lot ...