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Sources: Nvidia has reallocated manufacturing capacity at TSMC away from making H200 chips, intended for the Chinese market, to its next-gen Vera Rubin products

Sources: Samsung Foundry has frequently shifted the timeline for its plant in Taylor, Texas; Samsung delayed mass production plans from H2 2026 to early 2027

Sources: the US considers limiting Chinese companies to 75K Nvidia H200 chips each, less than 50% of what some want; AMD's MI325 would also count toward the cap

A look at the US DOJ's December 2025 indictment that alleged a smuggling ring illegally exported or tried to export $160M+ in advanced Nvidia AI chips to China

When President Donald Trump announced last December that Washington would let Nvidia sell its advanced H200 chips to China …

Sources: US considers limiting Chinese companies to 75K Nvidia H200 chips each, less than half of what some want to buy; AMD MI325 chips also count toward a cap

Discord says it won't roll out age verification globally in March as previously planned, delaying the change until H2 2026 after it adds verification options

Mumbai-based digital payments processor BillDesk agrees to acquire the Indian business of Worldline for an equity value of ~$70M, set to close in H2 2026

Billdesk is set to acquire the India payments business of French payment giant Worldline for an estimated equity value of $70 million.

Nvidia says the US government granted it a license to ship a small number of H200 chips to Chinese customers, but it's unclear if Beijing will allow any imports

A top US export control official says Nvidia has yet to sell any H200 chips to China, two months after President Trump's decision to allow AI chip shipments

Nvidia Corp. has yet to sell any of its H200 chips to China two months after President Donald Trump's decision to allow shipments …

Sources: Meta aims to enter the stablecoin space in H2, with plans to integrate a vendor to administer stablecoin-backed payments and implement a new wallet