Nvidia has asked Taiwan Semiconductor Manufacturing Company to ramp up production of its H200 AI chips after Chinese tech companies ordered more than 2 million units for 2026, far exceeding Nvidia's current inventory of 700,000 units.
The Trump administration approved H200 exports to China in December with a 25% revenue-sharing fee, but Beijing has not yet cleared imports amid concerns that advanced foreign chips could hinder domestic semiconductor industry development.
Production at TSMC is expected to begin in the second quarter of 2026, with Nvidia planning to sell the chips for around $27,000 each as major Chinese internet companies view the H200 as a significant upgrade over currently available options.
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