Possibility of Nvidia adjusting chip order pace… reported by Commercial Times

Nvidia ($NVDA) may slow the pace of its chip orders, according to a Commercial Times (工商時報) report citing supply-chain sources in Taiwan, though the report did not specify which products, order volumes, or contract timing would be affected. ChainNews (ABMedia) linked the order-cut speculation to a buildup of H200 inventory in Hong Kong and the possibility of tighter export reviews, without establishing a confirmed causal link or disclosing review outcomes. Separately, Nvidia's board said on the 8th that it had launched an independent investigation, led by a committee of independent directors with outside legal counsel, into whether the company was a target of foreign information activities. The order report matters because Nvidia's chip demand is a key driver of the AI semiconductor supply chain, and any pullback would ripple through Taiwanese suppliers and AI hardware names. What to watch next: confirmation of the order adjustment from Nvidia or its suppliers, the scope and timing of any changes, and the findings of the board's independent probe.