00:00Reuters has reported that NVIDIA is asking TSMC to increase production of its H200 AI chips
00:07as demand from Chinese tech firms surges.
00:11Chinese companies have ordered 2 million of the advanced chips, far exceeding NVIDIA's stock of 700,000.
00:18Additional production at TSMC is set to begin in the second quarter of 2026.
00:24It comes after the US Trump administration allowed exports of the H200s to China in December.
00:31But their shipment is not certain, as Beijing has yet to give the green light.
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