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29. July 2025
Nvidia Sees Record Demand For H20 Chips As Chinese Ban Lifts
The demand for NVIDIA’s H20 chips in the Chinese market has led to a significant surge in orders from the technology giant, with reports indicating that 3 million H20s have been ordered by TSMC, NVIDIA’s contract manufacturer. This development is a result of the recent ban on NVIDIA’s high-end GPUs in China, which was lifted this month after diplomatic visits by NVIDIA CEO Jensen Huang to Washington and Beijing.
The lifting of the ban has had a significant impact on NVIDIA’s business in China, with big tech companies such as ByteDance, Alibaba, and DeepSeek benefiting greatly from the renewed access to the company’s high-performance GPUs. According to recent reports, these companies have collectively placed orders worth $16 billion for NVIDIA’s H20 GPUs, underscoring the massive demand for the chips in the Chinese market.
The ban on NVIDIA’s high-end GPUs in China was a result of the Trump administration’s export controls, which were tightened after US President Donald Trump took office. The development had a significant impact on the global supply chain, with at least $1 billion worth of NVIDIA GPUs being smuggled into China through various routes. A report by The Financial Times revealed that the company’s B200 systems were the most in-demand and commonly accessible chip in China’s “black market,” with a Chinese company claiming to have more than 100 business partners.
The direct sales of this chip are prohibited in China, as the US government has placed harsh restrictions on companies exporting advanced AI hardware. However, many businesses were finding ways to circumvent these restrictions, using Supermicro, Dell, and Asus servers that had NVIDIA chips embedded in them.
In recent months, there have been various reports detailing methods by which NVIDIA chips were being smuggled into China. The ban on NVIDIA’s high-end GPUs has led to a thriving black market for the chips, with prices skyrocketing due to the limited supply. According to reports, some businesses were selling these chips for up to 10 times their original price.
Despite the ban, NVIDIA’s chips remain highly in demand in China. Many reports have detailed various methods by which these chips were being smuggled into the country, including using South Asian countries as a middleman. However, it is worth noting that these smuggling operations are not only against the law but also pose significant risks to both the buyers and sellers.
The lifting of the ban has had a significant impact on TSMC’s growth, with the company recently reaching a market capitalization of approximately $1.03 trillion, matching that of electric carmaker Tesla in valuation. As of July 22, TSMC’s stock stood at TWD 1,130, with a high of TWD 1,160 and 0.89% growth over the past five trading days.
TSMC became only the third semiconductor company, after NVIDIA and Broadcom, to hit the $1 trillion mark. The company’s recent success can be attributed to its ability to adapt to changing market conditions and its commitment to innovation. TSMC has been at the forefront of developing cutting-edge technologies, including AI chips and 5G infrastructure.
The demand for H20 AI chips from NVIDIA for the Chinese market could potentially accelerate TSMC’s growth even further. The manufacturing giant has already reached a significant milestone, with its stock standing at TWD 1,130 as of July 22. This is a testament to the company’s resilience and adaptability in the face of changing market conditions.
The recent announcement by NVIDIA that the Trump administration has approved the sale of the H20 chip again highlights the company’s commitment to complying with regulatory requirements while still meeting the demand for its products. The company developed this version to comply with Biden-era regulations by modifying certain system specifications, which were previously deemed too powerful for export to China.
The development of the H20 chip is significant not only for NVIDIA but also for the broader semiconductor industry. As AI technology continues to advance and become more integrated into various hardware systems, the demand for high-performance GPUs is likely to increase. This could lead to further growth opportunities for TSMC and other semiconductor companies that are well-positioned to meet this growing demand.
In recent months, there have been reports detailing methods by which NVIDIA chips were being smuggled into China. The ban on NVIDIA’s high-end GPUs has led to a thriving black market for the chips, with prices skyrocketing due to the limited supply. According to reports, some businesses were selling these chips for up to 10 times their original price.
The direct sales of this chip are prohibited in China, as the US government has placed harsh restrictions on companies exporting advanced AI hardware. However, many businesses were finding ways to circumvent these restrictions, using Supermicro, Dell, and Asus servers that had NVIDIA chips embedded in them.
TSMC’s recent success is a testament to its ability to adapt to changing market conditions and its commitment to innovation. The company has been at the forefront of developing cutting-edge technologies, including AI chips and 5G infrastructure.
The demand for H20 AI chips from NVIDIA for the Chinese market could potentially accelerate TSMC’s growth even further. The manufacturing giant has already reached a significant milestone, with its stock standing at TWD 1,130 as of July 22. This is a testament to the company’s resilience and adaptability in the face of changing market conditions.
The recent development of the H20 chip has significant implications for the broader semiconductor industry. As AI technology continues to advance and become more integrated into various hardware systems, the demand for high-performance GPUs is likely to increase. This could lead to further growth opportunities for TSMC and other semiconductor companies that are well-positioned to meet this growing demand.
In addition to NVIDIA’s H20 chips, other companies are also benefiting from the growing demand for AI technology. Companies such as OpenAI, Google, Meta, Microsoft, and others are using NVIDIA’s high-end GPUs to develop advanced AI systems. These systems have a wide range of applications, from autonomous vehicles to healthcare and finance.
The development of these systems highlights the importance of collaboration between companies and governments in driving innovation and economic growth. As the demand for AI technology continues to grow, it is likely that we will see even more significant developments in the years to come.
The story of NVIDIA’s H20 chips in China is complex and multifaceted. It highlights the challenges of enforcing export controls while still meeting the demand for high-performance GPUs. However, it also underscores the importance of innovation and adaptability in the face of changing market conditions.
The recent reports detailing methods by which NVIDIA chips were being smuggled into China highlight the complexities of the global supply chain and the challenges of enforcing export controls. However, they also underscore the importance of innovation and adaptability in the face of changing market conditions.
In addition, TSMC’s recent success is a testament to its ability to adapt to changing market conditions and its commitment to innovation. The company has been at the forefront of developing cutting-edge technologies, including AI chips and 5G infrastructure.
The demand for H20 AI chips from NVIDIA for the Chinese market could potentially accelerate TSMC’s growth even further. The manufacturing giant has already reached a significant milestone, with its stock standing at TWD 1,130 as of July 22. This is a testament to the company’s resilience and adaptability in the face of changing market conditions.
The lifting of the ban on NVIDIA’s high-end GPUs has had a significant impact on the global supply chain, with at least $1 billion worth of NVIDIA GPUs being smuggled into China through various routes. A report by The Financial Times revealed that the company’s B200 systems were the most in-demand and commonly accessible chip in China’s “black market,” with a Chinese company claiming to have more than 100 business partners.
As TSMC continues to grow and innovate, it is likely that we will see even more significant developments in the semiconductor industry. The recent reports detailing methods by which NVIDIA chips were being smuggled into China highlight the complexities of the global supply chain and the challenges of enforcing export controls. However, they also underscore the importance of innovation and adaptability in the face of changing market conditions.
In conclusion, the story of NVIDIA’s H20 chips in China is complex and multifaceted. It highlights the challenges of enforcing export controls while still meeting the demand for high-performance GPUs. However, it also underscores the importance of innovation and adaptability in the face of changing market conditions. As TSMC continues to grow and innovate, it is likely that we will see even more significant developments in the semiconductor industry in the years to come.
The recent development of the H20 chip has significant implications for the broader semiconductor industry. As AI technology continues to advance and become more integrated into various hardware systems, the demand for high-performance GPUs is likely to increase. This could lead to further growth opportunities for TSMC and other semiconductor companies that are well-positioned to meet this growing demand.
The recent reports detailing methods by which NVIDIA chips were being smuggled into China highlight the complexities of the global supply chain and the challenges of enforcing export controls. However, they also underscore the importance of innovation and adaptability in the face of changing market conditions.
In addition, TSMC’s recent success is a testament to its ability to adapt to changing market conditions and its commitment to innovation. The company has been at the forefront of developing cutting-edge technologies, including AI chips and 5G infrastructure.
The story of NVIDIA’s H20 chips in China is complex and multifaceted. It highlights the challenges of enforcing export controls while still meeting the demand for high-performance GPUs. However, it also underscores the importance of innovation and adaptability in the face of changing market conditions.
TSMC’s recent success is a testament to its ability to adapt to changing market conditions and its commitment to innovation. The company has been at the forefront of developing cutting-edge technologies, including AI chips and 5G infrastructure.
As TSMC continues to grow and innovate, it is likely that we will see even more significant developments in the semiconductor industry. The recent reports detailing methods by which NVIDIA chips were being smuggled into China highlight the complexities of the global supply chain and the challenges of enforcing export controls.
The demand for H20 AI chips from NVIDIA for the Chinese market could potentially accelerate TSMC’s growth even further. The manufacturing giant has already reached a significant milestone, with its stock standing at TWD 1,130 as of July 22. This is a testament to the company’s resilience and adaptability in the face of changing market conditions.
The recent development of the H20 chip has significant implications for the broader semiconductor industry. As AI technology continues to advance and become more integrated into various hardware systems, the demand for high-performance GPUs is likely to increase. This could lead to further growth opportunities for TSMC and other semiconductor companies that are well-positioned to meet this growing demand.
In conclusion, the story of NVIDIA’s H20 chips in China is complex and multifaceted. It highlights the challenges of enforcing export controls while still meeting the demand for high-performance GPUs. However, it also underscores the importance of innovation and adaptability in the face of changing market conditions.
The recent reports detailing methods by which NVIDIA chips were being smuggled into China highlight the complexities of the global supply chain and the challenges of enforcing export controls. However, they also underscore the importance of innovation and adaptability in the face of changing market conditions.