Nvidia turns to TSMC to fulfill 300,000 H20 orders after Trump removes China chip ban
The post Nvidia turns to TSMC to fulfill 300,000 H20 orders after Trump removes China chip ban appeared on BitcoinEthereumNews.com. Nvidia has ordered 300,000 H20 chips from Taiwan’s TSMC after U.S. President Donald Trump lifted restrictions that blocked the company from selling those chips to Chinese buyers, according to Reuters. The order was placed last week, just days after the White House reversed an export ban that had been in place since April. One person familiar with the order reportedly said demand from Chinese firms was strong enough to push Nvidia to stop relying on its existing inventory and go back to manufacturing. The H20 chips were developed specifically for the Chinese market after earlier U.S. rules banned Nvidia from selling more powerful GPUs like the H100 and Blackwell series. The H20 offers less compute power, making it technically compliant with U.S. trade controls, but it still supports Nvidia’s full software stack. The new order will add to Nvidia’s current stockpile of 600,000 to 700,000 chips already built but not yet shipped. Huang signals a restart could take nine months Jensen Huang, Nvidia’s CEO, visited Beijing earlier this month. He told Chinese customers that the company’s decision to restart H20 production would depend on how many units they commit to buying. He also made clear that even if the green light comes, it would take nine months to restart the supply chain. After the trip, Huang told customers that stocks were limited and that Nvidia had no immediate plans to begin wafer production again, according to The Information. Right now, the company still needs export licenses to ship the chips out. Nvidia said in mid-July that U.S. authorities assured them those licenses were coming, but they haven’t been approved yet, according to two people with direct knowledge. In the meantime, Nvidia has asked Chinese buyers to submit updated documents, including detailed forecasts from their own clients showing exactly how many…
The post Nvidia turns to TSMC to fulfill 300,000 H20 orders after Trump removes China chip ban appeared on BitcoinEthereumNews.com.
Nvidia has ordered 300,000 H20 chips from Taiwan’s TSMC after U.S. President Donald Trump lifted restrictions that blocked the company from selling those chips to Chinese buyers, according to Reuters. The order was placed last week, just days after the White House reversed an export ban that had been in place since April. One person familiar with the order reportedly said demand from Chinese firms was strong enough to push Nvidia to stop relying on its existing inventory and go back to manufacturing. The H20 chips were developed specifically for the Chinese market after earlier U.S. rules banned Nvidia from selling more powerful GPUs like the H100 and Blackwell series. The H20 offers less compute power, making it technically compliant with U.S. trade controls, but it still supports Nvidia’s full software stack. The new order will add to Nvidia’s current stockpile of 600,000 to 700,000 chips already built but not yet shipped. Huang signals a restart could take nine months Jensen Huang, Nvidia’s CEO, visited Beijing earlier this month. He told Chinese customers that the company’s decision to restart H20 production would depend on how many units they commit to buying. He also made clear that even if the green light comes, it would take nine months to restart the supply chain. After the trip, Huang told customers that stocks were limited and that Nvidia had no immediate plans to begin wafer production again, according to The Information. Right now, the company still needs export licenses to ship the chips out. Nvidia said in mid-July that U.S. authorities assured them those licenses were coming, but they haven’t been approved yet, according to two people with direct knowledge. In the meantime, Nvidia has asked Chinese buyers to submit updated documents, including detailed forecasts from their own clients showing exactly how many…
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