Nvidia's China orders reportedly hit $35B, but supply may cover just 5–10%
emmanuelvivier · x · 2026-10-21
According to TrendForce, Nvidia has drawn an estimated $35 billion in chip orders from China, yet actual supply may only cover 5–10% of those orders, deepening the chip shortage. The gap suggests much of China's demand will go unfulfilled in the near term.
Related event: Nvidia's China Orders Hit $35B but Only 5-10% Can Be Delivered(2 posts)→
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