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02.01.26 - 04:06
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China demand pushes Nvidia to seek more H200 capacity from TSMC (Digitimes)
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Nvidia is in talks with TSMC to expand production of its H200 artificial intelligence chips as Chinese technology companies move to secure large orders for 2026, according to Reuters. The negotiations signal that Chinese demand continues to strain global supply chains even as the company faces a complex and unresolved regulatory environment in both Washington and Beijing....
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02.01.26 - 03:06
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Intel and Samsung advance 2nm GAA, but yield gaps leave TSMC as the sole external supplier (Digitimes)
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TSMC has officially commenced volume production of its 2nm (N2) semiconductor process in the fourth quarter of 2025, marking a milestone as the first foundry worldwide to offer chiplet manufacturing based on nanosheet transistor technology using gate-all-around (GAA) architecture. Production is ramping up at TSMC's Hsinchu Baoshan fab (Fab 20) and Kaohsiung fab (Fab 22), positioning the company to meet growing market demand into 2026....
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02.01.26 - 02:15
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US Grants TSMC Full-yr License to Export US Chipmaking Tools to CN (AAStocks)
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The US government has granted TSMC (TSM.US) a full-year license to export US chip manufacturing equipment to its factories located in Nanjing, China. This move is expected to ensure the plant operations and product deliveries will not be interrupted.TSMC's Nanjing factory produces 16-nanometer and other chips, excluding TSMC......
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01.01.26 - 07:12
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US grants TSMC annual licence to import American chipmaking tools into China (SCMP)
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The US government has granted an annual licence to Taiwan Semiconductor Manufacturing Co (TSMC) to import American chip manufacturing equipment to its fabrication facilities in Nanjing, the capital of eastern China's Jiangsu province, according to the company.
The approval “ensures uninterrupted fab operations and product deliveries”, TSMC, the world's largest contract chipmaker, said in a statement on Thursday to Reuters.
South Korea's Samsung Electronics and SK Hynix have also received......
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31.12.25 - 14:30
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ByteDance Plans $14 Billion Nvidia H200 AI Chip Buying Spree As Computing Demand Soars (ZeroHedge)
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ByteDance Plans $14 Billion Nvidia H200 AI Chip Buying Spree As Computing Demand Soars
ByteDance plans to purchase 100 billion yuan ($14 billion) in AI chips in 2026, up from 85 billion yuan in 2025, with the bulk of spending directed toward Nvidia hardware, according to the South China Morning Post. The plan hinges on Beijing approving sales of Nvidia's H200 GPUs in China. If approval is granted, Nvidia would need to scale up production of the China-tailored H200 with its manufacturing partner, TSMC (Taiwan Semiconductor Manufacturing Company).
The Trump administration recently authorized exports of H200 AI chips to China under a controlled licensing rule, marking a significant shift from prior export curbs. Despite U.S. approval for exports, Beijing has not yet formally approved purchases of H200s by Chinese firms, and reports indicate that access may be restricted or that imports of AI chips may be discouraged to protect its domestic semiconductor industry.
SCMP reports that ByteDance is p...
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31.12.25 - 10:06
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Nvidia asks chipmaker TSMC to ramp up H200 production as China demand jumps, sources say (SCMP)
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Nvidia is scrambling to meet strong demand for its H200 artificial intelligence chips from Chinese technology companies and has approached contract manufacturer Taiwan Semiconductor Manufacturing Co (TSMC) to ramp up production, sources said.
Chinese tech companies have placed orders for more than 2 million H200 chips for 2026, while Nvidia currently holds just 700,000 units in stock, two of the people said.
The exact additional volume Nvidia intends to order from TSMC remains unclear, they......
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