NVIDIA Makes Major Production Adjustments: H200 Yields to Next-Generation Chip Vera Rubin

NVIDIA has partially suspended the production of the H200 chip, redirecting related capacity at Taiwan Semiconductor to its next-generation architecture, Vera Rubin. This decision reflects a pragmatic response to the prolonged delay in U.S. export approval. Approximately 250,000 units of H200 inventory remain on hold, awaiting policy clearance, while new-generation computing power products are being fiercely contested by OpenAI and Google.

wallstreetcn14:44

Can NVIDIA's 75% gross margin be sustained? The key lies in Taiwan Semiconductor's pricing power.

Analysts believe that NVIDIA's 75% high gross margin supports its valuation, but the core risk lies in its heavy reliance on Taiwan Semiconductor's advanced process technology. Taiwan Semiconductor holds scarce production capacity and pricing power, representing an irreplaceable manufacturing bottleneck. If Taiwan Semiconductor were to demand a reallocation of profits, every 1% fluctuation in NVIDIA’s profit margin would impact $2 billion in profits, posing a potential threat to its valuation.

wallstreetcn14:51

Major Tech Group Reportedly Voices Concern Over Anthropic's 'Supply Chain Risk' Label

MT Newswires17minutes ago

Meta Wants To Build Its Own AI Chips - Here's Why

Benzinga18:40

Broadcom's AI Business Is Booming. The Rest Is Complicated. -- Heard on the Street -- WSJ

WSJ18:30

Nvidia Abandons China-Bound Chips To Fast-Track Vera Rubin

Benzinga18:12