CONNECT WITH US

Nvidia scrambles back to TSMC as China H20 demand outstrips supply

Jerry Yang, Taipei; Levi Li, DIGITIMES Asia 0

Credit: AFP

The US has eased export restrictions on Nvidia's H20 GPUs to China as part of wider talks tied to rare earth magnet controls, but the move has failed to meet soaring demand from Chinese firms. Jefferies estimates Nvidia holds 600,000 to 900,000 H20...

The article requires paid subscription. Subscribe Now