X @外汇交易员

Demand & Production - Nvidia reportedly placed an additional order with TSMC for 300,000 H20 chips due to strong Chinese demand [1] - This decision reverses a previous plan to rely solely on existing inventory [1] - The existing H20 inventory is estimated to be between 600,000 and 700,000 units [1] Market Strategy - Nvidia is adapting its strategy in response to Chinese market demand for H20 chips [1] - Initial reports suggested limited H20 inventory and no plans to resume production [1]