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

Nvidia has stopped production of chips intended for the Chinese market, betting that regulatory barriers in the US and China will continue to limit sales to the world’s second-largest economy, the Financial Times reported on Thursday. The US chipmaker has reallocated manufacturing capacity at Taiwan Semiconductor Manufacturing Company 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.