Industry Performance (TCI Graphics) – December 11, 2025
2 Min Read December 16, 2025
U.S. clears NVIDIA H200 exports to China—boosting demand for Taiwanese OEMs, OSATs & server suppliers as orders surge.
The U.S. government authorized the export of NVIDIA’s H200 AI chips to approved customers in China, expected to unlock new demand for Taiwanese OEMs, OSATs, and server suppliers as inventory digestion accelerates and assembly/test orders rise. The data gives weekly, monthly, quarterly, and yearly views and analysis to help manage the supply chain.
This summary outlines the analysis* found on the TechInsights' Platform.
*Some analyses may only be available with a paid subscription.
