Nvidia’s China H200 payment demand hits chip stocks premarket as Intel pops, TSMC sinks
New York, Jan 8, 2026, 06:21 EST — Premarket Nvidia (NVDA.O) rose about 1% in U.S. premarket trade on Thursday after Reuters reported the company is requiring full upfront payment from Chinese customers seeking its H200 artificial intelligence chips, tightening terms as Beijing weighs approvals. Taiwan Semiconductor Manufacturing (TSM.N) fell 2.6%, Advanced Micro Devices (AMD.O) slid 2% and Intel (INTC.O) jumped 6.4%, while the iShares Semiconductor ETF (SOXX) was down about 1%. Reuters The China headline hit a sector that has started 2026 on a run, with the PHLX semiconductor index hitting an all-time high on Tuesday as investors chased AI-linked