2025-12-31 07:50:24

According to industry sources, Nvidia is in active discussions with TSMC regarding an expanded manufacturing order for its H200 processors. The move comes as demand for high-performance GPU chips continues to surge. The H200 architecture represents a significant leap in compute capabilities, and the production ramp reflects broader market trends in AI infrastructure and high-performance computing adoption. Sources indicate that capacity constraints at TSMC could play a critical role in determining final production volumes. This development underscores how chipmaker strategies directly influence the availability and costs of computing resources across multiple sectors.

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.

5 Likes

Reward
5
4
Repost
Share

Comment

0/400

MetaverseMigrant

· 8h ago

Nvidia is adding orders again. TSMC must be laughing to death. With capacity bottlenecks, they can still hold up so many people.

View OriginalReply0

SellTheBounce

· 8h ago

The capacity ceiling is here again, this time it's the H200. Just wait and see, even after the hype subsides, chip prices will still have to fall, there's always a lower point.

View OriginalReply0

FloorSweeper

· 8h ago

lmao tsmc capacity constraints are the real bottleneck everyone's too blind to see... while paper hands panic sell, smart money's already accumulating. this h200 ramp signals the real alpha leak nobody's talking about yet.

Reply0

On-ChainDiver