[News] NVIDIA Reportedly Halts H200 Production on China Uncertainty, Shifts TSMC Capacity to Vera Rubin

NVIDIA has reportedly halted production of its H200 chips. According to Reuters, citing Financial Times, sources said the company has shifted manufacturing capacity at TSMC away from H200 production to focus on its next-generation Vera Rubin hardware.

As Reuters notes, NVIDIA said last week it had received licenses from the U.S. government to ship “small amounts” of its H200 chips to customers in China. However, the development suggests the company does not expect meaningful H200 sales in the Chinese market in the near term.

H200 shipments to China appear to have been limited so far. Reuters also notes that a U.S. Commerce Department official said last month that none of NVIDIA’s H200 chips had been sold to customers in China.

Citing Financial Times, Chinese outlet Wallstreetcn reports that NVIDIA has produced around 250,000 H200 chips so far. If only limited orders are ultimately approved, existing inventory would be sufficient to meet the corresponding demand. Wallstreetcn adds that the shift could also accelerate the delivery and rollout of Vera Rubin, which is currently seeing strong demand from tech giants such as OpenAI and Google.

Meanwhile, Wallstreetcn notes that despite the reported shift in production capacity, NVIDIA has not ruled out restarting H200 output. If policy conditions change, the company could reallocate or expand H200 supply-chain capacity within about three months, while existing inventory could cover demand and deliveries during that period.

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(Photo credit: NVIDIA)