NVIDIA May Cut TSMC Chip Orders Amid Mounting Pressure, Report Claims

NVIDIA may be slowing down its chip orders at TSMC, according to a new report from Taiwan's Commercial Times. The outlet cites unnamed supply chain sources but doesn't name a product, node, size, or timeline. Neither NVIDIA nor TSMC have commented so far, and the claims are single-sourced for now. The report frames this as NVIDIA being squeezed from inside and out. On the inside, there's Jensen Huang's November 8 email to staff, in which he apologized for an extramarital affair, and the board's independent investigation into reports that he was targeted by a foreign intelligence effort. The board has said it has no reason to believe national security or NVIDIA secrets were compromised. The outside pressure mostly comes down to export controls. The report points to tighter export reviews and H200 chips reportedly stockpiled in Hong Kong, both of which it says raise the risk of NVIDIA scaling back orders.