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NVIDIA PLACED ORDERS FOR 300,000 H20 CHIPSETS WITH TSMC LAST WEEK DUE TO STRONG CHINESE DEMAND.
U.S. COMMERCE DEPARTMENT HAS YET TO APPROVE NVIDIA'S EXPORT LICENSES FOR THE H20.
NVIDIA'S NEW ORDERS FOR H20S REPRESENT SWITCH FROM PLAN TO JUST DRAW FROM STOCKPILE, SOURCE SAY
#NVDIA $NVDA $TSM #TSMC
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