# Nvidia打算向台積電訂購的額外數量尚不明朗。

*semiconductor · news · 2025-12-31 · South China Morning Post*

## Key points

- Nvidia已要求台積電自2026年第二季起開始生產額外晶片。
- Nvidia打算向台積電下訂的額外晶片訂單數量尚未公開。
- Nvidia的生產調整可能進一步緊縮全球AI晶片供應。
- 先前未報導的細節包括中國需求規模及具體晶片價格討論。

The exact additional volume Nvidia intends to order from TSMC remains unclear, they said. A third source said Nvidia had asked TSMC to begin production of the additional chips, and work is expected to start in the second quarter of 2026. The moves raise concerns over whether there could be further tightening in global AI chip supplies, as Nvidia now has to strike the right balance between meeting robust ⁠Chinese demand and addressing constrained supplies elsewhere. The talks between Nvidia and TSMC, as well as details of the Chinese demand, have not been reported before. The pricing has also not been reported earlier.

**Companies:** Nvidia, TSMC
**Countries:** China, Taiwan, United States

[Read the full story on South China Morning Post](https://www.scmp.com/tech/big-tech/article/3338308/nvidia-asks-chipmaker-tsmc-ramp-h200-production-china-demand-jumps-sources-say)

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