CNBC's Kristina Partsinevelos reports on news regarding Nvidia.
Breakdown
- Nvidia may increase H200 chip output due to strong demand from China
- H200 uses older manufacturing process, easing competition for TSMC capacity 29s
- TSMC's supply is three times short of AI-driven demand, limiting easy scaling 1m 6s
- China has not approved H200 imports and is favoring domestic suppliers 1m 31s
- China may buy some H200 chips short-term but is focusing on self-reliance 1m 47s
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