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Exclusive: Nvidia orders 300,000 H20 chips from TSMC due to robust China demand, sources say
Nvidia placed orders for 300,000 H20 chipsets with contract manufacturer TSMC last week, two sources said, with one of them adding that strong Chinese demand had led the U.S. firm to change its mind about just relying on its existing stockpile.
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Nvidia gets price target boost from Morgan Stanley ahead of August earnings
Morgan Stanley just lifted its price target on Nvidia to $200, up from $170, saying the stock could climb another 14% before ...
NVIDIA Corporation (NASDAQ:NVDA) is one of the 12 Most Owned Stocks by Hedge Funds So Far in 2025. On July 15, Mizuho increased its price target for NVIDIA Corporation (NASDAQ:NVDA) from $185 to $192 ...
Nvidia faces a huge long-term headache with China AI chip curbs. Find out why investors should use NVDA stock weakness as an opportunity.
Arya said Nvidia has around 10% direct China data-center exposure, with the rest of China sales coming from less restricted sectors like gaming and auto. The impact from China restrictions ...
On Monday, Nvidia said it has filed applications to resume selling H20 GPUs in China and has received assurances that ...
That's why Nvidia could be your best investment in the second half of 2025.
From the figures above, it would appear that China makes up 13% of Nvidia's total revenue base. However, a footnote in the company's filings may offer a clue as to how much is really at stake here ...
Conclusion: Nvidia Performs Well Despite Export Pressure The Q1 2026 earnings were strong, and I would say that, in some ways, China is not Nvidia’s problem. The U.S. is a bigger problem for ...
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