Nvidia has reportedly stopped production of chips designed specifically for the Chinese market in response to persistent regulatory and trade barriers.
The company is reallocating its manufacturing capacity at Taiwan Semiconductor Manufacturing Company (TSMC) away from China-focused H200 chips.
This production capacity will instead support Nvidia's next-generation Vera Rubin AI hardware.
The move marks a strategic pivot as U.S.-China trade tensions create continued uncertainty for sales in a major global market.