{"id":213537,"date":"2025-12-31T18:10:08","date_gmt":"2025-12-31T18:10:08","guid":{"rendered":"https:\/\/www.newsbeep.com\/il\/213537\/"},"modified":"2025-12-31T18:10:08","modified_gmt":"2025-12-31T18:10:08","slug":"nvidia-stock-rises-as-china-orders-surge-for-h200-ai-chips","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/il\/213537\/","title":{"rendered":"Nvidia Stock Rises as China Orders Surge for H200 AI Chips"},"content":{"rendered":"\n<p class=\"yf-7hmkaz\">This article first appeared on <a href=\"https:\/\/www.gurufocus.com\/news\/4091114\/nvidia-stock-rises-as-china-orders-surge-for-h200-ai-chips?utm_source=yahoo_finance&amp;utm_medium=syndication&amp;utm_campaign=headlines&amp;r=caf6fe0e0db70d936033da5461e60141\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:GuruFocus;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">GuruFocus<\/a>.<\/p>\n<p class=\"yf-7hmkaz\">Nvidia (<a class=\"link \" href=\"https:\/\/finance.yahoo.com\/quote\/NVDA\" data-ylk=\"slk:NASDAQ:NVDA;elm:context_link;itc:0;sec:content-canvas\" rel=\"nofollow noopener\" target=\"_blank\">NASDAQ:NVDA<\/a>) shares rose about 1% on Wednesday morning after the company approached Taiwan Semiconductor Manufacturing (<a class=\"link \" href=\"https:\/\/finance.yahoo.com\/quote\/TSM\" data-ylk=\"slk:NYSE:TSM;elm:context_link;itc:0;sec:content-canvas\" rel=\"nofollow noopener\" target=\"_blank\">NYSE:TSM<\/a>) to expand production of its H200 AI chips.<\/p>\n<p class=\"yf-7hmkaz\">Chinese technology <a href=\"https:\/\/finance.yahoo.com\/news\/exclusive-nvidia-sounds-tsmc-h200-074433953.html\" data-ylk=\"slk:firms;elm:context_link;itc:0;sec:content-canvas;outcm:mb_qualified_link;_E:mb_qualified_link;ct:story;\" class=\"link  yahoo-link\" rel=\"nofollow noopener\" target=\"_blank\">firms <\/a>have placed orders for more than 2 million H200 units for delivery in 2026, while Nvidia holds roughly 700,000 chips in current inventory. Production at TSMC is expected to start in the second quarter of next year.<\/p>\n<p class=\"yf-7hmkaz\">The H200 is part of Nvidia&#8217;s Hopper architecture and uses TSMC&#8217;s 4-nanometer process. Details on exact volumes and pricing remain private, sources familiar with the matter said.<\/p>\n<p class=\"yf-7hmkaz\">Nvidia plans to ship the first batch from existing stock before the Lunar New Year in mid-February. Prices are reported around $27,000 per chip, varying by customer and volume.<\/p>\n<p class=\"yf-7hmkaz\">The expansion comes as Nvidia prepares its next-generation Blackwell and Rubin chips. Analysts note the move may further tighten global AI chip supplies, as strong Chinese demand competes with limited availability elsewhere.<\/p>\n","protected":false},"excerpt":{"rendered":"This article first appeared on GuruFocus. Nvidia (NASDAQ:NVDA) shares rose about 1% on Wednesday morning after the company&hellip;\n","protected":false},"author":2,"featured_media":68579,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[345,343,344,85,46,4136,61425,125,24989],"class_list":{"0":"post-213537","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-artificial-intelligence","8":"tag-ai","9":"tag-artificial-intelligence","10":"tag-artificialintelligence","11":"tag-il","12":"tag-israel","13":"tag-nvidia","14":"tag-taiwan-semiconductor-manufacturing","15":"tag-technology","16":"tag-tsmc"},"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts\/213537","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/comments?post=213537"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts\/213537\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/media\/68579"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/media?parent=213537"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/categories?post=213537"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/tags?post=213537"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}