传中国科技巨头狂扫超200万颗H200芯片英伟达(NVDA.US)求助台积电(TSM.US)紧急扩产

智通财经2025-12-31

智通财经APP获悉，有消息人士称，英伟达(NVDA.US)正在努力满足中国科技公司对其H200人工智能芯片的强劲需求，并已接洽代工厂台积电(TSM.US)以增加产量。其中两位消息人士表示，中国科技公司已为2026年订购了超过200万颗H200芯片，而英伟达目前库存仅为70万颗。他们表示，英伟达打算向台积电追加订购的具体数量尚不清楚。第三位消息人士称，英伟达已要求台积电开始生产额外的芯片，预计将于...

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Nvidia (NVDA.US) turns to TSMC (TSM.US) to urgently expand production","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"SNVD.UK":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVIW.SI":0.6,"NVD2.UK":0.6,"NVDY":0.6,"3NVD.UK":0.6,"03145":0.6,"NVDS":0.6,"2NVD.UK":0.6,"NVD":0.6,"NVDA":1.98,"NVD3.UK":0.6,"NVDD":0.6},"content_text":"智通财经APP获悉，有消息人士称，英伟达(NVDA.US)正在努力满足中国科技公司对其H200人工智能芯片的强劲需求，并已接洽代工厂台积电(TSM.US)以增加产量。其中两位消息人士表示，中国科技公司已为2026年订购了超过200万颗H200芯片，而英伟达目前库存仅为70万颗。他们表示，英伟达打算向台积电追加订购的具体数量尚不清楚。第三位消息人士称，英伟达已要求台积电开始生产额外的芯片，预计将于2026年第二季度开始生产。消息人士称，英伟达已决定将向中国客户提供哪些H200型号，定价约为每颗芯片27，000美元。这笔潜在订单将标志着H200产量的显著扩大，而此时英伟达一直专注于提升其更新的Blackwell和即将推出的Rubin芯片系列的生产。此前有报道称，英伟达计划用现有库存来履行初期订单，第一批H200芯片预计将在2月中旬中国农历新年前交付。这些消息引发了对全球AI芯片供应是否可能进一步收紧的担忧，因为英伟达现在必须在满足中国市场强劲需求与解决其他地区供应紧张之间取得适当的平衡。美国总统特朗普已在本月早些时候宣布允许英伟达向中国出售其H200芯片，美方将从相关芯片出口中收取25%的分成。但与此同时，这也可能加剧英伟达面临的风险，因为英伟达目前尚未获准在中国销售其H200芯片。英伟达在回应置评请求时表示，该公司持续管理其供应链。一位英伟达发言人表示：“向中国授权客户销售获得许可的H200，不会影响我们供应美国客户的能力。”“中国是一个竞争激烈的市场，本土芯片供应商正在快速增长。全面禁止出口有损我们的国家和经济安全，只会让外国竞争对手受益。”中国科技巨头推动需求两位消息人士称，2026年超过200万颗芯片的订单大部分来自中国主要互联网公司，它们认为H200是目前可用芯片的重大升级。其中一位消息人士表示，在英伟达目前70万颗的库存中，大约有10万颗是GH200 Grace Hopper超级芯片(该芯片将英伟达的Grace CPU与Hopper GPU架构结合)，其余是独立的H200芯片。该人士表示，这两种型号都将提供给中国客户。两位消息人士称，虽然英伟达已向中国客户提出了大致的定价范围，但具体价格将根据购买量和具体的客户安排而有所不同。他们表示，一个八芯片模组预计成本约为150万元人民币，略高于现已无法获得的H20模组(此前售价约为120万元人民币)。然而，消息人士称，鉴于H200的性能大约是H20的六倍(H20是英伟达专为中国市场设计的降级芯片)，中国互联网公司认为该定价具有吸引力。周三有报道称，字节跳动计划在2026年花费约1000亿元人民币购买英伟达芯片，高于2025年的大约850亿元，前提是英伟达获准在中国销售其H200芯片。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"productRelease","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2595272799","isCrawlerRequest":true}

传中国科技巨头狂扫超200万颗H200芯片 英伟达(NVDA.US)求助台积电(TSM.US)紧急扩产

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传中国科技巨头狂扫超200万颗H200芯片英伟达(NVDA.US)求助台积电(TSM.US)紧急扩产