I expect Data Center revenue to increase 7.3% QoQ in F3Q 2023 without sanctions and because of stockpiling of GPU chips. It also means Nvidia can make as many H100 Hopper GPU processors TSMC can make until the end of September 2023.īased on Data Center Revenue generated by Nvidia in Chart 1 I shows revenue with sanctions (blue columns) and without sanctions (orange column). It also suggests that Nvidia can ship as many as A100 Ampere GPU processors as TSMC (TSM) it can make until the end of May 2023, since supply-demand dynamics of customers are irrelevant when hoarding.

My research shows that these Chinese clients will start stockpiling the A100 chips before the March 2023 ban, followed by the H100 from its Hong Kong facility through September 2023. The A100 chips will be able to be bought by Chinese companies until March 2023, while the newer architecture H100 chips can be purchased by Chinese companies until September 2023. On Sept 1, Nvidia has said that it can continue to ship AI chips from its Hong Kong facility through September 2023.

imposed a new license requirement for any future export to China (including Hong Kong) of Nvidia’s (NVDA) A100 and forthcoming H100 integrated circuits without an export license. TSMC will be a big beneficiary as it makes these chips for Nvidia.Īt the end of August, 2022, the U.S. Stockpiling of these chips will override any supply-demand dynamics as customers will buy as many chips as they can get.

I have learned that Chinese customers are hoarding these GPUs because of impending sanctions. Nvidia is rumored to have asked chip foundry TSMC to fast track these GPUs to fulfill orders to China before sanctions kick in. Nvidia was informed it can no longer export its top-tier A100 and future H100 GPU chips to China after September 2023. Nvidia And Taiwan Semiconductor: Buy Now As China Stockpiles GPUs For AI

Nvda stock earnings date 2022