Nvidia Corp (NASDAQ:NVDA, ETR:NVD) has ordered 300,000 additional H20 chipsets from Taiwan’s TSMC, responding to strong demand in China, according to two sources cited by Reuters.
The decision follows the Trump administration’s move to allow Nvidia to resume H20 GPU sales to China after a brief ban in April.
The H20, designed specifically for the Chinese market under US export restrictions, offers less computing power than Nvidia’s high-end models.
The new order adds to an estimated existing stockpile of up to 700,000 units, with around 1 million H20 chips sold in 2024, the Reuters report says.
Nvidia is seeking new export licences from the US government and has asked Chinese buyers to submit updated order forecasts. Neither Nvidia nor TSMC commented on the new orders.