NVIDIA Stops China-Focused H200 "Hopper" GPU Production - actually China doesn't want the nVidia's H200s, they want AMD's MI325s!

https://www.techpowerup.com/347079/nvidia-stops-china-focused-h200-hopper-gpu-production

"Interestingly, the Financial Times and Reuters note that NVIDIA will now "reallocate" capacity from H200 production to the new "Rubin." However, these two GPU generations do not use the same manufacturing node or packaging technology. For "Hopper," NVIDIA uses TSMC's 5 nm node with CoWoS-S packaging, while "Rubin" uses a 3 nm node with CoWoS-L packaging."

Article goes on to suggest "conversation" of capacity - nonsense! It's easier to build from scratch though the building and cleanroom environment are reusable.

The real reason is obvious! ....

China does not want the H200s, they want AMD's NI325s!

Oh and no "conversion" of capacity intended for the Chinese market is planned for AMD's MI308x/MI325x production lines! Actually maybe expanding the capacity of such...