台积电-H200 出口许可获批后，对中国 AI GPU 晶圆厂机遇的更多思考-TSMC-More thoughts on the China AI GPU foundry opportunity after the H200 export allowance
2025-12-15 01:55
December 11, 2025 10:08 PM GMT TSMC | Asia Pacific More thoughts on the China AI GPU foundry opportunity after the H200 export allowance It remains to be seen whether the H200 chip and its 25% tax will be accepted by China customers. Meanwhile we believe TSMC will comply with export control rules and only produce China chips that are "within spec". What's new? In a December 8 report, we discussed potential H200 shipments to China by Nvidia (NVDA.O, covered by Joe Moore). Now, according to Reuters, the US wi ...