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Nvidia Halts China-Bound H200 Output, Shifts TSMC Capacity to Vera ...

Nvidia reallocates Taiwan-based TSMC capacity from H200 chips to Vera Rubin amid expected regulatory limits on China sales, with no significant shipments yet, Reuters reported.

  • On March 5, Nvidia stopped production of H200 chips intended for the Chinese market, the Financial Times reported.
  • The company is betting regulatory barriers in Washington and Beijing will limit H200 sales to China, amid on-and-off trade talks and stalled shipments despite recent licenses to ship 'small amounts'.
  • At chip contract maker TSMC , capacity was shifted to Vera Rubin hardware, a move Reuters could not immediately verify, and TSMC declined to comment.
  • Chinese buyers face reduced access to H200 chips as Nvidia signals little near-term China demand, while shareholders expect 70% quarterly growth and a market cap above $4 trillion.
  • Rumors that H200 sales could reach hundreds of thousands contrast with views that these chips are less powerful, while OpenAI CEO Sam Altman recently said Chinese AI is only three to six months behind.
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U.S. technology Nvidia has suspended production of microchips destined for China in anticipation of the U.S. government tightening export controls on the Asian giant, according to the Financial Times. This media reports Thursday that Nvidia has restructured the manufacturing capacity of its H200 artificial intelligence accelerator (IA) at the Taiwanese TSMC plant to focus on the development of next-generation Vera Rubin’s hardware.

·Mexico
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Nvidia halts China-bound H200 output, shifts TSMC capacity to Vera Rubin, FT reports

Nvidia halts H200 chip production for China, reallocating TSMC capacity to next-gen Vera Rubin hardware, reports FT.

·New Delhi, India
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Benzinga broke the news in New York, United States on Thursday, March 5, 2026.
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