TSMC receives 'super rush orders' from China customers willing to pay 40% premium on chips

TSMC gets some big 'super rush orders' from customers in China willing to pay a 40% premium, fears over the coming US presidential election.

TSMC receives 'super rush orders' from China customers willing to pay 40% premium on chips
Comment IconFacebook IconX IconReddit Icon
Gaming Editor
Published
1 minute & 15 seconds read time

TSMC has reportedly received a ton of "super rush orders" from mainland Chinese customers, who are looking to stock up on chips so fast they're willing to pay a 40% premium on them.

TSMC receives 'super rush orders' from China customers willing to pay 40% premium on chips 501

The Chinese companies buying chips made at TSMC are expecting a big impact from the 2024 US presidential election to have (more) negative effects on China's access to the latest chips, according to CNyes.

In a new report picked up by the site, "people familiar with the matter" said that TSMC's excellent gross profit margin for Q2 2024 was "unexpectedly" driven by a large number of orders from mainland China, many of which were super-urgent orders.

TSMC's mainland customers have been stocking up on chips over the on-going rising tensions between the US and China escalate, with the upcoming 2024 US presidential election throwing things into overdrive. TSMC's main mainland customers include the likes of Bitmain, Alibaba T-Head, and ZTE.

The latest AI GPU that we've heard is going to China is the rumored NVIDIA B20 AI GPU, which will be compliant with US regulations and entering production soon. NVIDIA's new B20 AI GPU is expected to have over 1 million B20 AI GPUs shipped this year, seeing NVIDIA rake in $12 billion from B20 AI GPU sales to China alone.

NVIDIA doesn't want to give up turf in China, so it is adjusting its AI GPU specifications to skirt around US sanctions that are constantly increasing and squeezing companies (it's not just affecting NVIDIA, but AMD, Intel, and others, and also not just China, either).

Photo of the ASUS Dual GeForce RTX 4060 Ti White OC Edition 8GB
Best Deals: ASUS Dual GeForce RTX 4060 Ti White OC Edition 8GB
Country flag Today 7 days ago 30 days ago
$535.90 USD $409 USD
Buy
$872.85 USD $447.21 USD
Buy
$737.15 CAD $639.37 CAD
Buy
- $632.21 CAD
Buy
$535.90 USD $409 USD
Buy
$535.90 USD $409 USD
Buy
* Prices last scanned on 2/18/2025 at 10:07 am CST - prices may not be accurate, click links above for the latest price. We may earn an affiliate commission from any sales.
NEWS SOURCE:news.cnyes.com

Gaming Editor

Email IconX IconLinkedIn Icon

Anthony joined the TweakTown team in 2010 and has since reviewed 100s of graphics cards. Anthony is a long time PC enthusiast with a passion of hate for games built around consoles. FPS gaming since the pre-Quake days, where you were insulted if you used a mouse to aim, he has been addicted to gaming and hardware ever since. Working in IT retail for 10 years gave him great experience with custom-built PCs. His addiction to GPU tech is unwavering and has recently taken a keen interest in artificial intelligence (AI) hardware.

Related Topics

Newsletter Subscription