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Resumption of NVIDIA H20 chip sales is not good for China

Reuters on MSN · 2d

Exclusive: Nvidia orders 300,000 H20 chips from TSMC due to robust China demand, sources say

Nvidia placed orders for 300,000 H20 chipsets with contract manufacturer TSMC last week, two sources said, with one of them adding that strong Chinese demand had led the U.S. firm to change its mind about just relying on its existing stockpile.

Windows Central on MSN · 20h

NVIDIA needs 300,000 more H20 AI chips from TSMC to meet China's demand — but some security experts aren't happy

NVIDIA has ordered 300,000 more H20 AI GPUs from TSMC just weeks after the ban on selling to China was reversed. That's great news for NVIDIA, but some national security experts are sounding the alarm.

International Business Times Si… · 49m

China Questions Security of Nvidia's H20 AI Chip Amid Rising Tech Tensions

China's cyberspace regulator summoned Nvidia over concerns about security risks in its H20 AI chip, just weeks after a U.S. export ban was lifted.

1h

Artificial Intelligencer: DC's divided on selling chips to China

Both of this year's mega M&A deals have landed squarely in one corner of tech: cybersecurity, with AI on the minds of both ...

1don MSN

The AI boom sends TSMC, the world’s most important chipmaker, up 60 spots on the Global 500

Taiwan Semiconductor Manufacturing Company is, undoubtedly, one of the world’s most important companies. And that makes its ...

1d

As Nvidia Gets Ready for New China H20 Shipments, How Should You Play NVDA Stock?

Nvidia has reportedly placed a fresh order for H20 chips with TSMC. Here’s why NVDA shares could extend gains further in the ...

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