China demand for $NVDA H200 is so strong that Nvidia is already asking $TSM to expand 2026 production to 2M+ chips which is well above the ~700K units currently on hand.
— Shay Boloor (@StockSavvyShay) December 31, 2025
Production could ramp as early as Q2 2026 with China pricing rumored ~$27K per chip. pic.twitter.com/FYIJRjfTP8
Nvidia is facing an unprecedented surge in demand for its H200 chips from Chinese companies that has completely outpaced its inventory.
— Milk Road AI (@MilkRoadAI) December 31, 2025
Chinese tech firms have ordered more than 2 million H200 chips for 2026 but Nvidia currently has only 700,000 units in stock.
This shortage… *****NWg8gM1Uyk pic.twitter.com/1Uxb9AGhYw
