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Sources: Nvidia has approached TSMC to ramp up H200 chip production; Chinese companies have placed orders for 2M+ H200 chips for 2026, while Nvidia holds 700K (Reuters)

Reuters : Sources: Nvidia has approached TSMC to ramp up H200 chip production; Chinese companies have placed orders for 2M+ H200 chips fo...

6 February 2024

SMIC reports unaudited Q4 revenue rose 3.5% YoY to $1.68B, below est., and $902.5M net income, down from $1.82B YoY; 2023 capex was up 17.6% YoY to $7.47B (Reuters)

Reuters:
SMIC reports unaudited Q4 revenue rose 3.5% YoY to $1.68B, below est., and $902.5M net income, down from $1.82B YoY; 2023 capex was up 17.6% YoY to $7.47B  —  China's largest chipmaker Semiconductor Manufacturing International Corp (SMIC) (0981.HK) on Tuesday reported a 55% fall in fourth-quarter profit …

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