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Nvidia refocuses TSMC capacity as export controls stall China sales

US group moves production away from H200s intended for Chinese market to latest Vera Rubin products

Nvidia has stopped production of chips intended for the Chinese market, betting that regulatory barriers in Washington and Beijing will continue to limit sales to China.

The US chipmaker has reallocated manufacturing capacity at Taiwan Semiconductor Manufacturing Company away from making H200 chips to its next-generation Vera Rubin hardware, according to two people with knowledge of the matter.

The move suggests Nvidia no longer expects significant H200 sales in China in the near term, after months of uncertainty over US export approvals and potential Chinese restrictions.

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