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Nvidia refocuses TSMC capacity as export controls stall China sales, FT reports

ReutersMar 5, 2026 5:08 AM

- Nvidia NVDA.O has stopped production of chips intended for the Chinese market, betting that regulatory barriers in the U.S. and China will continue to limit sales to the world's second-largest economy, the Financial Times reported on Thursday.

The U.S. chipmaker has reallocated manufacturing capacity at Taiwan Semiconductor Manufacturing Company 2330.TW away from making H200 chips to its next-generation Vera Rubin hardware, the report said, citing two people with knowledge of the matter.

Reuters could not immediately verify the report.

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