Nvidia has ordered 300,000 H20 GPUs from TSMC as Chinese demand surges, despite political backlash over national security risks. The U.S. still hasn’t approved export licenses, but Nvidia aims to retain its foothold in China’s AI market,

A week after Nvidia reportedly told its Chinese customers supplies of its H20 GPUs were limited and restarting production could take nine months, the company has ordered 300,000 chips from TSMC, Reuters said.

Nvidia has reportedly ordered 300,000 more H20 AI chips from TSMC to meet surging demand in China, reversing its earlier production halt after the U.S. eased export restrictions.

AMD stock has surged nearly 30% since April, and Blanke Schein’s CIO believes it’s still a top AI play despite high valuation.

Nvidia ( NVDA -0.12%) is considered a pioneer in the artificial intelligence (AI) hardware market, and rightly so, as the chip designer's graphics processing units (GPUs) have allowed cloud computing companies and others to train AI models and run inference applications.

SK Hynix flagged plans to lift spending this year on advanced chipmaking after posting a record quarterly profit on Thursday, boosted by strong demand for artificial intelligence chips and customers stockpiling ahead of potential U.

In automotive, MediaTek’s Dimensity Auto cockpit platform now integrates Nvidia RTX GPUs for advanced in-vehicle graphics and compute tasks. On the edge AI front, Nvidia’s TAO toolkit works alongside MediaTek’s NeuroPilot SDK, streamlining model training and deployment.

The South Korean memory-chip maker plans to increase spending this year to meet strong demand for AI chips that helped it achieve a record second quarter.