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![theinformation Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1881168794.png) The Information [@theinformation](/creator/twitter/theinformation) on x 118.3K followers
Created: 2025-07-21 20:15:02 UTC

"The U.S. government’s April ban on sales of the H20 chips forced Nvidia to void customer orders and cancel manufacturing capacity it had booked at Taiwan Semiconductor Manufacturing Co." 

"Reversing those moves won’t be easy. TSMC’s facilities are running at full capacity, and the company has shifted its production lines used for the H20 to other chips for other customers." 

#supplychain


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