Nvidia faces H20 mass production capacity bottleneck

Nvidia is facing a capacity bottleneck in H20 mass production. During the period when H20 exports were restricted, Nvidia canceled the H20 mass production commissioned by TSMC, and the relevant production lines have been allocated to other customers. It is estimated that it will take about 9 months to resume mass production of H20. Solving the capacity bottleneck is a prerequisite for expanding business.