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

Nvidia has stopped production of its second-most advanced artificial intelligence chips, ​known as H200 chips, intended for ‌the Chinese market, the Financial Times reported on Thursday.

The US chipmaker has reallocated manufacturing capacity at ​chip contract maker TSMC  away from ​making H200 chips to its next-generation ⁠Vera Rubin hardware, the report said, citing ​two people with knowledge of the matter.

Nvidia and TSMC did not immediately respond to requests for comment.

Last ​week, Nvidia said it had received licenses ​from the US government to ship "small amounts" of its ‌H200 ⁠chips to customers in China. However, this move suggests Nvidia does not expect any meaningful H200 sales in China in the ​near term.

A ​US Commerce ⁠Department official said last month that none of Nvidia's H200 chips had ​been sold to Chinese customers.

In ​January, ⁠US President Donald Trump's administration gave a formal green light to China-bound sales of Nvidia's ⁠H200 ​chips, but shipments remained ​stalled due to guardrails built into the process.

Reuters