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According to reports, Nvidia H200 and B100 have strong orders, and TSMC's 3/4nm production capacity is approaching full capacity. It is reported that Nvidia H200 will be launched in the second quarter, and B100 will adopt Chiplet design architecture and have placed orders for wafer production. H200 and B100 will adopt TSMC's 4nm and 3nm processes, respectively. The legal representative pointed out that Nvidia has strong orders, and TSMC's 3 and 4nm production capacity is almost fully loaded.
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