• Chinese firms have ordered 2 million H200 chips, say sources
• Their demand for the chips far exceeds inventory with Nvidia, say sources
• TSMC expected to start work on expanded output in Q2 2026, says source

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 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.

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