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Market Chatter: Nvidia Faces Supply Hurdles in Resuming H20 Chip Sales to China
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Market Chatter: Nvidia Faces Supply Hurdles in Resuming H20 Chip Sales to China
Jul 21, 2025 4:19 AM

07:07 AM EDT, 07/21/2025 (MT Newswires) -- Nvidia ( NVDA ) has informed Chinese customers it has only limited stock of H20 AI chips and no plans to restart production, The Information reported Saturday, citing customers.

The company had previously canceled orders of the chips and halted manufacturing capacity at Taiwan Semiconductor Manufacturing (TSMC) after a US ban in April, the news outlet reported.

TSMC has since reassigned the H20 production lines to other customers, making a restart difficult, The Information quoted two sources as saying.

Manufacturing new chips would take at least nine months, Nvidia ( NVDA ) CEO Jensen Huang reportedly said at an event in Beijing this week.

Nvidia ( NVDA ) did not immediately respond to MT Newswires' request for comment.

(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)

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