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Exclusive-Nvidia sounds out TSMC on new H200 chip order as China demand jumps, sources say

Nvidia is scrambling to meet strong demand for its H200 artificial intelligence chips from Chinese technology companies and has approached contract manufacturer Taiwan Semiconductor Manufacturing Co to ramp up production, sources said. Chinese technology companies have placed orders for more than 2 million H200 chips for 2026, while Nvidia currently holds ​just 700,000 units in stock, two of the people said. The exact additional volume Nvidia intends to order from TSMC remains unclear, they said.