Nvidia placed orders for 300,000 H20 chipsets with TSMC last week due to strong Chinese demand, sources say.
Nvidia's new H20 orders represent a shift from its earlier plan to draw from existing stockpiles, a source says.The U.S. Commerce Department has yet to approve Nvidia's export licenses for the H20, sources say.Nvidia needs to obtain export licenses from the U.S. government to ship the H20 chips. It said in mid-July it had been assured by authorities that it would get them soon. The U.S. Department of Commerce has yet to approve those licenses, one of the sources and a third source said.
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