# Nvidia (NVDA) 正在評估是否增加其 H200 AI 晶片的產量，因中國需求超出目前供應。

*semiconductor · news · 2025-12-14 · Markets Insider*

## Key points

- Nvidia 正考慮因中國意外高漲的需求而增加 H200 晶片產量。
- 美國現允許在取得許可及支付 25% 出口費後向中國出口 H200。
- 阿里巴巴和字節跳動等中國企業已向 Nvidia 表達大量 H200 訂單意願。
- 中國尚未批准 H200 進口，且可能要求買家同時購買本地晶片。
- Nvidia 有限的 H200 產量依賴台積電的先進製程，限制了產能提升的可能性。

Nvidia (NVDA) is weighing whether to increase production of its H200 AI chip after demand from China exceeded current supply. The move follows a decision by the Trump administration to allow exports of the H200 to China under a licensing system that includes a 25% fee. Claim 50% Off TipRanks Premium and Invest with Confidence Unlock hedge-fund level data and powerful investing tools designed to help you make smarter, sharper decisions Stay ahead of the market with the latest news and analysis so your portfolio is always positioned for maximum potential As a result, several large Chinese technology firms have already approached the company about placing sizable orders. These include Alibaba Group (BABA) and ByteDance, according to Reuters sources. Demand has been strong enough that Nvidia is now reviewing whether it can add capacity without disrupting supply to U.S. customers. At the same time, Nvidia said it is managing its supply chain to ensure licensed sales to China do not affect deliveries elsewhere. However, supply remains tight, since the company is focused on newer chip lines and has limited H200 output today. China Balances Access With Local Goals Meanwhile, China has not yet approved the import of the H200. Officials held emergency talks this week to assess whether allowing the chip into the country could slow the growth of local chip makers. Domestic alternatives still lag the H200 in performance. Because of this gap, many Chinese cloud firms and enterprise buyers are pressing for approval. They argue that demand for advanced computing already exceeds what local suppliers can deliver. Still, officials are considering conditions, including proposals that would require buyers to also purchase a set share of domestic chips alongside any H200 orders. For Nvidia, the situation presents both opportunities and limits. China remains one of the largest sources of demand for advanced computing. However, adding capacity is not simple, since the H200 is made by Taiwan Semiconductor Manufacturing Company Limited (TSM) on advanced nodes that are already in high demand from global customers. Overall, the situation shows how strong global demand remains for Nvidia chips, even for models that are no longer the newest. It also highlights how trade policy is shifting toward managed access rather than outright bans, with cost and control built into each deal. Is NVDA Stock a Buy? On the Street, Nvidia continues to hold the analysts’ backing with a Strong Buy consensus. The average NVDA stock price target is $258.45, pointing to a 47.67% upside from the current price. See more NVDA analyst ratings

**Companies:** Nvidia, Alibaba Group, ByteDance, Taiwan Semiconductor Manufacturing Company Limited
**Countries:** China, United States

[Read the full story on Markets Insider](https://markets.businessinsider.com/news/stocks/china-demand-drives-nvidia-nvda-to-consider-higher-h200-production-1035643524)

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