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
