Today: 22 July 2026
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NASDAQ:NVDA 31 December 2025 - 1 January 2026

AI stocks today: Nvidia, Meta dip after hours as China H200 chip rush and dealmaking hit the tape

AI stocks today: Nvidia, Meta dip after hours as China H200 chip rush and dealmaking hit the tape

Nvidia has approached Taiwan Semiconductor Manufacturing Co about ramping production of its H200 graphics processing units — chips used to train AI systems — after Chinese tech companies placed orders for more than 2 million units for 2026, far above the roughly 700,000 Nvidia has in stock, sources told Reuters. Beijing has yet to clear imports and the Trump administration only recently allowed H200 exports to China subject to a 25% fee, the people said. Reuters
TSMC stock today: Taiwan Semi slips premarket on Nvidia H200 supply talks and a 2nm production update

TSMC stock today: Taiwan Semi slips premarket on Nvidia H200 supply talks and a 2nm production update

Taiwan Semiconductor Manufacturing Co’s U.S.-listed shares fell 0.4% in premarket trading on Wednesday after Reuters reported Nvidia was sounding out the chipmaker about expanding production of its H200 artificial intelligence chips for Chinese customers. Chinese firms have ordered more than 2 million H200 chips for 2026 while Nvidia has about 700,000 units in stock, and it has asked TSMC to start additional output in the second quarter of 2026 using TSMC’s 4-nanometer process, Reuters said, adding that Beijing has yet to greenlight shipments and sources put pricing at around $27,000 per chip. The stock was down $1.15 at $299.58. Reuters
AI stocks today: Nvidia’s China H200 chip rush puts chipmakers in focus before New Year trade

AI stocks today: Nvidia’s China H200 chip rush puts chipmakers in focus before New Year trade

Nvidia has approached contract chipmaker Taiwan Semiconductor Manufacturing Co to ramp output of its H200 graphics processing units — chips used to train and run artificial-intelligence models — as demand from Chinese tech firms jumps, sources told Reuters. Chinese companies have ordered more than 2 million H200 chips for 2026, far above the roughly 700,000 units Nvidia holds in inventory, the people said. TSMC is expected to begin work on expanded output in the second quarter of 2026, and the plan depends on whether Beijing clears H200 imports after Washington recently allowed exports to China with a 25% fee, the sources said. Reuters
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