CHINESE TECH FIRMS ORDER 2 MILLION H200 CHIPS FOR 2026, FAR EXCEEDING NVIDIA'S 700,000-UNIT INVENTORY, SOURCES: INFINITYHEDGE VIA RTRS

TSMC EXPECTED TO START WORK ON EXPANDED H200 OUTPUT IN Q2 2026

NVIDIA SETS H200 PRICE AT $27,000 PER CHIP FOR CHINESE CLIENTS

CHINA YET TO GREENLIGHT H200 SHIPMENTS DESPITE TRUMP ADMINISTRATION'S RECENT APPROVAL WITH 25% FEE

BYTEDANCE PLANS TO SPEND 100 BILLION YUAN ON NVIDIA CHIPS IN 2026, UP FROM 85 BILLION YUAN IN 2025, IF CHINA ALLOWS H200 SALES

FYI: CHINA MANDATES 50% DOMESTIC EQUIPMENT RULE FOR CHIPMAKERS TO BOOST SELF-SUFFICIENCY, SOURCES SAY

CHINESE CHIPMAKERS FACE REJECTION IF FAILING TO MEET 50% DOMESTIC EQUIPMENT THRESHOLD

EVENTUALLY CHINA AIMING FOR THE PLANTS TO USE 100% DOMESTIC EQUIPMENT