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Nvidia Halts China-Bound H200 Production, Pivots TSMC Capacity to Next-Gen Vera Rubin

the deep dive [Unofficial] March 5, 2026
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Nvidia (Nasdaq: NVDA) has pulled back from manufacturing H200 chips for the Chinese market, reassigning that production capacity at TSMC to its next-generation Vera Rubin platform, the Financial Times reported Thursday, citing two people with knowledge of the matter. The decision reflects a judgment that regulatory gridlock — on both sides of the Pacific — […] The post Nvidia Halts China-Bound H200 Production, Pivots TSMC Capacity to Next-Gen Vera Rubin appeared first on the deep dive.

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